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Job Post Details

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Financial Advisory Administrator-2 - job post

FirstRand
4.0 out of 5 stars
Johannesburg, Gauteng
Full-time

Location

Johannesburg, Gauteng

Full job description

Job Description
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 team in FNB Commercial Financial Advisory 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:
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.
  • 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 follow ups with service providers and ensure 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.
  • Find opportunities to improve internal processes that impacts service levels and customer satisfaction within area of accountability.
  • Build on product knowledge and customer service based on feedback and guidance from relevant stakeholders.
  • Establish relationships with relevant individuals and departments to deliver on work expectations.
  • 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 organisational values and code of ethics.
  • Adhere to required governance and compliance standards and escalate potential risks for investigation as and when required.
  • Draw on knowledge and experience to identify and develop solutions that lead to improved service delivery and quality.
  • Seek out regular performance feedback and put actions in place to improve and enhance performance Identify activities to.
  • address own development gaps.
  • Create own personal development plan and review plan with team leader or manager.
  • Understand which competencies and skills are required to be mastered to ensure personal development and performance.
  • Keep abreast of learning opportunities, changing products and trends.
  • Contribute to teamwork and inclusivity by working together to achieve team goals.
You will be an ideal candidate if you:
  • Have a minimum of a NQF Level 6 qualification and Matric Certificate (National Senior Certificate)
  • Have 5 years’ financial advisory experience
  • Excellent organisational and multitasking skills.
  • Strong understanding of financial principles and regulatory requirements.
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
  • Able to interpret financial statements
  • Thrive in a collaborative environment
  • Professional development opportunities.
  • A supportive and collaborative work environment.
Apply now if you are interested in taking the next step. We look forward to engaging with you!

Important Closing Date Note
Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.
02/04/26
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.
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