Financial Advisory Administrator in Newcastle upon Tyne

Financial Advisory Administrator in Newcastle upon Tyne

Newcastle upon Tyne Full-Time 30000 - 40000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Support financial advisors and enhance customer experiences while managing risks.
  • Company: Join FNB, a dynamic team that embraces change and innovation.
  • Benefits: Networking opportunities, a challenging environment, and room for creativity.
  • Other info: Collaborative culture with a focus on personal and professional development.
  • Why this job: Make a real impact in the financial advisory space and grow your skills.
  • Qualifications: Experience in financial administration and strong problem-solving abilities.

The predicted salary is between 30000 - 40000 £ per year.

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.

Hello Future, 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 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.
  • 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:

  • Have 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+ years 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:

  • Knowledgeable of financial statements and possess financial acumen.
  • Detail oriented.
  • Require expert negotiation and communication skills, both written and verbal.
  • Possess solid problem-solving skills.
  • Have analytical skills to determine client business needs and requirements.
  • Ability to remain calm under various levels of pressure.
  • Experienced in building and maintaining stakeholder relationships.
  • Strong collaboration skills.

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 fulfil 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.

Financial Advisory Administrator in Newcastle upon Tyne employer: FirstRand Namibia Limited

At FNB, we pride ourselves on being an exceptional employer, offering a dynamic and inclusive work culture in Newcastle that fosters innovation and collaboration. As a Financial Advisory Administrator, you will benefit from extensive networking opportunities, professional growth, and a supportive environment that encourages curiosity and adaptability. Join us to be part of a team that values your contributions and empowers you to make a meaningful impact in the financial advisory sector.
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Contact Detail:

FirstRand Namibia Limited Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Financial Advisory Administrator in Newcastle upon Tyne

✨Tip Number 1

Network like a pro! Reach out to people in the financial advisory space, attend industry events, and connect on LinkedIn. You never know who might have the inside scoop on job openings or can put in a good word for you.

✨Tip Number 2

Prepare for interviews by researching the company and its values. Understand their approach to customer service and risk management. This will help you tailor your answers and show that you're genuinely interested in being part of their team.

✨Tip Number 3

Practice your problem-solving skills! Think of scenarios where you had to resolve customer queries or improve processes. Be ready to share these examples during interviews to demonstrate your experience and analytical abilities.

✨Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re serious about joining the team and makes it easier for us to keep track of your application.

We think you need these skills to ace Financial Advisory Administrator in Newcastle upon Tyne

Risk Identification
Cost Management
Operational Support
Customer Service
Query Resolution
Stakeholder Relationship Management
Financial Advisory Knowledge
Attention to Detail
Negotiation Skills
Communication Skills
Problem-Solving Skills
Analytical Skills
Financial Acumen
Collaboration Skills
Compliance and Governance Adherence

Some tips for your application 🫡

Tailor Your CV: Make sure your CV speaks directly to the Financial Advisory Administrator role. Highlight your relevant experience and skills that match the job description, like your advisory industry knowledge and customer service abilities.

Craft a Compelling Cover Letter: Use your cover letter to tell us why you're the perfect fit for this position. Share specific examples of how you've supported financial advisors in the past and how you’ve resolved customer queries effectively.

Showcase Your Attention to Detail: In your application, demonstrate your detail-oriented nature. Mention any processes you've improved or how you've ensured quality and accuracy in your previous roles, as this is crucial for the position.

Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates!

How to prepare for a job interview at FirstRand Namibia Limited

✨Know Your Financial Stuff

Brush up on your financial advisory knowledge before the interview. Understand key concepts, recent trends, and how they apply to the role. This will show that you're not just interested in the job but also passionate about the industry.

✨Demonstrate Problem-Solving Skills

Prepare examples of how you've resolved customer queries or complaints in the past. Use the STAR method (Situation, Task, Action, Result) to structure your answers. This will highlight your ability to handle pressure and find solutions effectively.

✨Showcase Your Attention to Detail

Since the role requires high-quality work and accuracy, be ready to discuss how you ensure precision in your tasks. Mention any tools or methods you use to double-check your work, as this will resonate well with the interviewers.

✨Build Rapport with Interviewers

Remember, interviews are a two-way street! Engage with your interviewers by asking insightful questions about the company culture and team dynamics. This not only shows your interest but also helps you assess if the company is the right fit for you.

Financial Advisory Administrator in Newcastle upon Tyne
FirstRand Namibia Limited
Location: Newcastle upon Tyne

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