Financial Advisory Administrator

1 day ago

FNB Acacia house Kikembe Drive Umhlanga Durban, South Africa FirstRand Bank Full time
Job DescriptionTo provide efficient and effective administration support to financial advisors ensuring more customers and more to customers, whilst mitigating risk by ensuring segregation of duties.

Hello Future, Financial Advisory Administrator

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 talent team, 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.

Are you someone who can:

  • 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.

You will be an ideal candidate if you:

  • 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:

  • General knowledge of financial statements and financial acumen
  • Detail oriented
  • Requires expert negotiation and communication skills, both written and verbal
  • Requires solid problem-solving skills.
  • Analytical skills are required to determine client business needs and requirements.
  • Ability to remain calm under various levels of pressure.
  • Build and maintain stakeholder relationships experience (any segment)
  • Strong collaboration skills

Are you interested to take the step? We look forward to engaging with you further. Apply now

Job Details

Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.

06/12/

All appointments will be made in line with FirstRand Group's Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.

  • Business Financial Advisor

    5 days ago

    FNB Acacia house, Kikembe Drive, Umhlanga, Durban,, South Africa FirstRand Bank Full time R80 000 - R180 000 per year

    Job DescriptionTo provide appropriate risk and investment advice, expertise and support to clients in order to assist them in achieving their financial goals, whilst adhering to FAIS compliance requirements, within the FNB Premium advisory sales and product mandates and targetsHello Future, Business Financial AdvisorWelcome to FNB, the home of the...

  • Financial Advisory Administrator

    3 weeks ago

    Durban, South Africa Wesbank Full time

    Financial Advisory Administrator Location: Durbantime. Type: Full time. Posted Today. End date: October 22. Job Description To provide efficient and effective administration support to financial advisors ensuring more customers and mitigating risk by ensuring segregation of duties. Responsibilities Identify and escalates potential risks that may lead to...

  • Financial Advisory Administrator

    18 hours ago

    Durban, South Africa FirstRand Namibia Limited Full time

    Financial Advisory Administrator page is loaded## Financial Advisory Administratorlocations: Durbantime type: Full timeposted on: Posted Todaytime left to apply: End Date: December 6, 2025 (3 days left to apply)job requisition id: R41513# **Job Description**To provide efficient and effective administration support to financial advisors ensuring more...

  • Financial Advisory Administrator

    1 week ago

    Durban, KwaZulu-Natal, South Africa FirstRand Full time R104 000 - R240 000 per year

    Job DescriptionTo provide efficient and effective administration support to financial advisors ensuring more customers and more to customers, whilst mitigating risk by ensuring segregation of duties.Hello Future, Financial Advisory AdministratorWelcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services...

  • Financial Advisory Admin – Support

    18 hours ago

    Durban, South Africa RMB Full time

    A leading financial services provider is seeking a Financial Advisory Administrator in Durban. This role involves providing efficient and effective administrative support to financial advisors while ensuring compliance and risk management. Ideal candidates will have strong advisory industry knowledge, experience in financial administration, and a proven...

  • Financial Advisory Admin – Support

    18 hours ago

    Durban, South Africa FirstRand Namibia Limited Full time

    A leading financial services group in South Africa is looking for a Financial Advisory Administrator in Durban to provide effective administrative support to financial advisors. The ideal candidate will have experience in the advisory industry, strong customer service and analytical skills, and a qualification in financial management. The role involves...

  • Financial Advisory Admin – Support

    18 hours ago

    Durban, South Africa FNB Namibia Full time

    A leading financial institution in Namibia is seeking a Financial Advisory Administrator in Durban. The role involves providing administrative support to financial advisors, resolving customer queries, and ensuring compliance with governance standards. Ideal candidates should possess advisory industry knowledge, have at least 3 years of experience in a...

  • Financial Advisory Admin – Support

    18 hours ago

    Durban, South Africa Spane4all Full time

    A financial services company seeks a Financial Advisory Administrator in Durban to provide administrative support to advisors. Responsibilities include improving customer relations and resolving queries effectively. Ideal applicants should have at least 3 years experience in advisory support and possess strong problem-solving and negotiation skills....

  • Financial Advisory Admin – Support

    18 hours ago

    Durban, South Africa Wesbank Full time

    A financial services provider in Durban is seeking a Financial Advisory Administrator to provide comprehensive support to financial advisors, enhance customer service, and mitigate risks. The ideal candidate should possess industry knowledge, relevant qualifications, and a minimum of 3 years’ experience in a financial advisory support role. Candidates will...

  • Financial Reporting and Advisory Manager

    1 week ago

    Durban, South Africa Moore in South Africa Full time

    Financial Reporting and Advisory Manager Join to apply for the Financial Reporting and Advisory Manager role at Moore in South Africa located in Durban, KwaZulu-Natal, South Africa. Moore Durban is looking for a Financial Reporting and Advisory Manager who is responsible for managing and reviewing a diverse portfolio of compilation and independent review...