Financial Advisory Administrator-1

5 days ago

Cape Town, South Africa FirstRand Full time

Job Description

To provide efficient and effective administration support to financial advisors ensuring more customers and more to customers, whilst mitigating risk by ensuring segregation of duties.

Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen.

As part of our team in FNB Commercial Financial Advisory Growth Channel (Cape Town), you will be surrounded by unique talents, diverse minds, and an adaptable environment that lives up to the promise of staying curious. Now’s the time to imagine your potential in a team where experts come together and ignite effective change.

Job Responsibilities:
- Identify and escalates potential risks that may lead to increased costs.- Prevent wastage and identify process improvements to contain and reduce costs.- Provide operational support related to activities and initiatives that contribute to the overall growth and profitability of an area of work.- Conduct follows ups with service providers and ensures close out of relevant actions.- Ensure first time resolution of customer queries or complaints.- Take ownership of any requirements and follow up on queries escalated to other areas to ensure delivery on agreed timelines and Service Level Agreements.- Build on product knowledge and customer service based on feedback and guidance from relevant stakeholders.- Produce high quality work by adhering to predefined standards and procedures and in accordance with compliance and governance standards.- Complete relevant administration, reporting and updating of information accurately and on time.- Execute own work in accordance with the organizational values and code of ethics.- Adhere to required governance and compliance standards and escalate potential risks for investigation as and when required.

Additional Requirements:
- Advisory Industry knowledge- Ability to support a Financial Advisor- Experience working in an Advisory environment- Ability to resolve customer queries and complaints- Ensure quality and accuracy of outputs- NQF 6 in financial management or financial qualification- 3+ min experience in a Financial Advisory support role or Financial Administration role

You will have access to:
- Opportunities to network and collaborate- A challenging working environment- Opportunities to innovate

We can be a match if you are:
- Adaptable and curious- Sales driven- Thrive in a collaborative environment- Client-centric

Post

FNB

LI-TG2

Job Details

01/11/25

  • Financial Advisory Administrator-1

    3 weeks ago

    Cape Town, South Africa Rmb Nigeria Limited Full time

    Financial Advisory Administrator Full‑time position based in Cape Town. Job Description Provide efficient and effective administration support to financial advisors, ensuring more customers and mitigating risk by maintaining segregation of duties. Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and...

  • Financial Advisory Support Specialist

    3 weeks ago

    Cape Town, South Africa Rmb Nigeria Limited Full time

    A leading financial services firm in Cape Town is seeking a Financial Advisory Administrator to provide effective administrative support. Candidates should have 3+ years of experience in a financial advisory role and NQF 6 qualifications. The role entails risk identification, operational support, and maintaining high-quality output. This position fosters a...

  • Admin Assistant

    3 days ago

    Cape Town, South Africa Global Talent Solutions Full time

    Admin Assistant - Financial Advisory Our client is an independent and authorised financial services provider, aiming to provide clients with financial advice that takes into account a holistic view of their financial objectives, requirements and circumstances. PURPOSE: This role entails assisting the Financial Advisor with the processing of all financial...

  • Consultant - Financial Advisory

    2 weeks ago

    Cape Town, South Africa OpsFi Full time

    We're looking for a proactive and detail-oriented Consultant to join our specialist advisory division, working directly with the division lead. This is an excellent opportunity for someone early in their career to gain hands-on experience with diverse clients across the globe, including startups, high-growth SMEs, investment funds, and companies in the...

  • Consultant - Financial Advisory

    2 weeks ago

    Cape Town, South Africa OpsFi Full time

    We're looking for a proactive and detail-oriented **Consultant** to join our specialist advisory division, working directly with the division lead. This is an excellent opportunity for someone early in their career to gain hands-on experience with diverse clients across the globe, including startups, high-growth SMEs, investment funds, and companies in the...

  • Property Management Administrator

    5 days ago

    Cape Town, South Africa Sagen Advisory Full time

    We, **Sagen Advisory**, a specialized recruitment company, are seeking a highly organized and detail-oriented **Property Administrator** to join our client’s professional team. Our client is an established property management company based in Cape Town and Johannesburg. With a multimillion-rand portfolio spanning commercial, industrial, retail, and...

  • TRANSPORT FINANCIAL ADVISORY MANAGER

    6 days ago

    Cape Town, South Africa HR Genie Full time

    TRANSPORT FINANCIAL ADVISORY MANAGER - Western Cape, South Africa Competitive Package on Offer based on Qualification and years of relevant experience Our client, a highly reputable global consulting firm shaping the future of transport infrastructure across Africa and beyond, is seeking a solutions-oriented, strategic-thinking Transport Advisory /...

  • Financial Advisor Internship

    2 weeks ago

    Cape Town, South Africa Sagen Advisory Full time

    We, Sagen Advisory, are recruiting several **Financial Advisor Interns** for a rapidly expanding wealth management business with a reputation for excellence. These exciting and lucrative positions are based in their head office in Durbanville, Stellenbosch. They are also in the process of expanding across the country. The company will allow you to either...

  • TRANSPORT FINANCIAL ADVISORY MANAGER

    6 days ago

    Cape Town, South Africa HR Genie Full time

    TRANSPORT FINANCIAL ADVISORY MANAGER - Western Cape, South Africa Competitive Package on Offer based on Qualification and years of relevant experienceOur client, a highly reputable global consulting firm shaping the future of transport infrastructure across Africa and beyond, is seeking a solutions-oriented, strategic-thinking Transport Advisory / Engagement...

  • Accounts Payable Administrator

    3 days ago

    Cape Town, Western Cape, South Africa Sagen Advisory Full time

    Job Title: Accounts Payable Administrator / Credit controllerLocation: Atlantis Industrial, Cape TownSalary: From R25 000 per month (negotiable based on experience)Employment Type: Full-time | This is not an employment equity roleAbout the OpportunitySagen Advisory is recruiting on behalf of a well-established original equipment manufacturer in the...