Financial Planner

Overview Job Purpose: To provide financial expertise and wealth creation advice to Nedbank clients in order to make Nedbank the great place to bank. Requisition Details REQ: Business Unit: Nedbank Financial Planning Location: Polokwane and Bethlehem Job Family: Sales and Services Career Stream: Sales Leadership Pipeline: - Manage Self: Technical FAIS Affected: Yes Employment Type: Full Time Experience: years Vacancy: 1 Job Responsibilities Analyse clients financial statuses to determine their expenses income insurance coverage financial objectives tax status risk tolerance or other information needed to develop a bespoke financial plan. Examine and suggest financial solutions and strategies for the financial plan (plan for life). Assist clients in implementing their plans and carry out financial transactions. Review clients portfolios and plans on a regular basis to customize the financial plans according to clients changing life or economic circumstances needs and requirements. Maintain updated knowledge of regulations practices and financial products in order to maintain fit and proper status. Demonstrate an understanding of structuring presenting and reviewing financial plans to individuals and legal entities. Displays knowledge of approved products and services and be able to continuously up-skill oneself on product and industry development. Understand the appropriate rules and regulations of the industry and the bank and the application thereof maintaining full compliance. Building a sustainable and profitable practice. Participate and attend all business engagements to build and strengthen relationships. Essential Qualifications FSCA accredited Qualification NQF 5 or higher Regulatory Exam for Representatives (RE 5) Preferred Certifications A registered Certified Financial Planner (CFP) or working toward becoming a Certified Financial Planner Minimum Experience Level 1 5 years experience in Financial Planning / Financial Advice / Sales within Financial Services Technical / Professional Knowledge Administrative procedures and systems Data analysis Relevant software and systems knowledge Relevant regulatory knowledge Banking knowledge Banking procedures Cluster Specific Operational Knowledge Business principles Business terms and definitions Governance Risk and Controls Behavioural Competencies Sales Disposition Building Trusting Relationships Energy Adaptability Continuous Learning Disclaimer Preference will be given to candidates from the underrepresented groups Please contact the Nedbank Recruiting Team at Key Skills Estate Law,Trusts,Wealth Management,Financial Services,Financial Concepts,Microsoft Outlook,Microsoft Powerpoint,Securities Law,Financial Analysis,Budgeting,Financial Planning,Wills #J-18808-Ljbffr