Financial Advice Support Consultant

Details of the offer

Description To provide efficient and effective support to ensure the smooth running of an investment and risk advisory practice by providing clients with an excellent banking experience through service delivery and product knowledgeCheck all transactions on a daily basis to ensure new business applications are closed within appropriate timelines.Comply with governance in terms of legislative and audit requirements.Maintenance of administration on all products, application procedure, processing and timelines in order to drive and achieve relevant sales targets linked to the agreed service level agreement.Provision of an efficient administration service through careful and timeous planning, reporting and updating of all related information by fulfilling daily sales applications.Improve service efficiencies for the bank through identifying opportunities; suggesting relevant solutions and follow up with clients to ensure service delivery standards is adhered to.Deliver exceptional service that exceeds customers' expectations through proactive, innovative and appropriate solutions through the accurate fulfilment of cases across various service providers.Keep up to date with own area of expertise to develop and maintain own professional knowledge base in order to provide effective support and advice.Job DetailsTake note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.15/10/24All 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.


Nominal Salary: To be agreed

Job Function:

Requirements

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