Financial Advisory Administrator at FNB South Africa

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.

End Date: April 22, 2026