Financial Advisory Support Specialist in Newcastle upon Tyne

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.

Thank you for your interest in joining our talent community. Please note that this advertisement is not for an active vacancy, and as such you will not receive a decline notice or status update immediately. We are currently gathering applications to build a talent pool for future opportunities. By submitting your application, you will be considered for similar roles that may become available. We appreciate your interest and look forward to potentially working with you in the future.

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 escalate 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 about financial statements and possess financial acumen.
• Detail oriented.
• Possess expert negotiation and communication skills, both written and verbal.
• Have solid problem-solving skills.
• Possess 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.

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: 27/03/26. 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 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.