Financial Advisory Administrator

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.

• 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 escalates potential risks for investigation as and when required.

• 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

• Opportunities to network and collaborate
• A challenging working environment
• Opportunities to innovate

• Adaptable and curious
• Sales driven
• Thrive in a collaborative environment
• Client-centric

End Date:
February 10, 2026