Financial Planner
3 weeks ago
Job Purpose To provide financial expertise and wealth creation advice to Nedbank clients in order to make Nedbank the great place to bank. 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' portfolio's and plans on a regular basis to customise 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. Display knowledge of approved products and services and continue to up‑skill in product and industry development. Understand the appropriate rules and regulations of the industry and the bank and apply them, maintaining full compliance. Build a sustainable and profitable practice. Participate and attend all business engagements to build and strengthen relationships. Essential Qualifications Matric FAIS Fit & Proper Qualification 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 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. #J-18808-Ljbffr
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Financial Planner
6 days ago
Mbombela, South Africa nedbank Full timeREQ: Closing Date: 27 May 2024 Job Family Sales and Services Manage Self: Technical FAIS Affected FAIS Affected - Yes Job Purpose To provide financial expertise and wealth creation advice to Nedbank clients in order to make Nedbank the great place to bank. Job Responsibilities Analyse clients’ financial statuses to determine their expenses, income,...
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Sanlam Financial Adviser: Mbombela Nelspruit
6 days ago
Mbombela, South Africa Sanlam Limited Full timePress Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Create Alert Sanlam Financial Adviser: Mbombela Nelspruit Location:Nelspruit, Mpumalanga, ZA Who are we? Sanlam Life Ltd is one of the top financial services providers in the South African market. We’re all about building strong, lasting relationships with our...
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Maintenance Planner
4 weeks ago
Mbombela, South Africa Trending Talent Solutions Full timeRole Purpose : To direct the maintenance system and processes within the Agriculture space and to report on the process, planning of maintenance objectives. Required Qualifications : Grade 12 with C aggregates in mathematics and science Have a technical qualification / diploma or be an artisan (T4 / S4 / N6) (Advantageous) Have a financial qualification in...
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Sanlam Financial Adviser: Mbombela Nelspruit
6 days ago
Mbombela, South Africa Sanlam Full timeOverview Who are we? Sanlam Life Ltd is one of the top financial services providers in the South African market. We’re all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our financial...
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Maintenance Planner
3 weeks ago
Mbombela, South Africa Trending Talent Solutions Full timeRole Purpose : To direct the maintenance system and processes within the Agriculture space and to report on the process, planning of maintenance objectives. Required Qualifications : Grade 12 with C aggregates in mathematics and science Have a technical qualification / diploma or be an artisan (T4 / S4 / N6) (Advantageous) Have a financial qualification in...
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Sanlam Financial Adviser: Mbombela Nelspruit
3 weeks ago
Mbombela, South Africa Sanlam Full timeSanlam Financial Adviser: Mbombela Nelspruit Join or sign in to find your next job Join to apply for the Sanlam Financial Adviser: Mbombela Nelspruit role at Sanlam Sanlam Financial Adviser: Mbombela Nelspruit 2 days ago Be among the first 25 applicants Join to apply for the Sanlam Financial Adviser: Mbombela Nelspruit role at Sanlam Who are we?Sanlam Life...
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Wealth Planner
2 weeks ago
Mbombela, South Africa Nedbank Full timeA leading South African financial institution is looking for a financial expert to provide wealth creation advice and develop customized financial plans for clients. The ideal candidate will have experience in financial planning, strong analytical skills, and an ability to build trusting relationships. This role offers the opportunity to grow a profitable...
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Wealth Planner
6 days ago
Mbombela, South Africa Nedbank Full timeA leading South African financial institution is seeking a financial expert to provide wealth creation advice and develop customized financial plans. The ideal candidate should have experience in financial planning, strong analytical skills, and the ability to build trusting relationships with clients. This role offers an exciting opportunity to establish a...
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Adviser: Short Term Insurance
6 days ago
Mbombela, South Africa Sanlam Limited Full timePress Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Create Alert Adviser: Short Term Insurance - Quantify MO in Hazyview Location: Nelspruit, Mpumalanga, ZA Who are we? Sanlam Life and Savings (SLS) is focused on serving our retail and corporate clients in South Africa and further developing our strategic advantages in...
