Financial Planner

3 days ago


Johannesburg, Gauteng, South Africa Nedbank Full time

Details

Location: Johannesburg, ZA

Date: 12 Mar 2025

Reference: 136632

Job Classification

Cluster: Nedbank Wealth - Nedbank Wealth Management SA Division - Nedbank Financial Planning: Digital Advisory Services

Location: Johannesburg

Closing Date: 9 December 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
  1. 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.
  2. Examine and suggest financial solutions and strategies for the financial plan (plan for life).
  3. Assist clients in implementing their plans and carry out financial transactions.
  4. 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.
  5. Maintain updated knowledge of regulations, practices and financial products in order to maintain fit and proper status.
  6. Demonstrate an understanding of structuring, presenting and reviewing financial plans to individuals and legal entities.
  7. Display knowledge of approved products and services and continuously up-skill oneself on product and industry development.
  8. Understand the appropriate rules and regulations of the industry and the bank and the application thereof, maintaining full compliance.
  9. Build a sustainable and profitable practice.
  10. Participate and attend all business engagements to build and strengthen relationships.
People SpecificationEssential Qualifications - NQF Level
  1. Matric / Grade 12 / National Senior Certificate
  2. Diploma
Preferred Qualification

FSCA recognised Qualification

Essential Certifications

FAIS Qualification: RE1/RE5

Minimum Experience Level

1 year experience / exposure in Executive Financial Planning or Digital/Virtual Advisory Services

Technical / Professional Knowledge
  1. Administrative procedures and systems
  2. Data analysis
  3. Relevant software and systems knowledge
  4. Relevant regulatory knowledge
  5. Banking knowledge
  6. Banking procedures
  7. Cluster Specific Operational Knowledge
  8. Business principles
  9. Business terms and definitions
  10. Governance, Risk and Controls
  11. Building Trusting Relationships
  12. Energy
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