Principal Advice: Nfp

3 months ago

Cape Town, South Africa Nedbank Full time

**Job Classification**
- REQ: 135434
Closing Date: 20 September 2024- Talent Acquisition Consultant: Nozi Masabalala
Division: Wealth Management South Africa: Nedbank Financial Planning (NFP)
Employment Equity Statement: Preference will be given to individuals from underrepresented groups.- Job Family- Investment Banking
- Career Stream- Advisory
- Leadership Pipeline- Manage Self: Professional
- FAIS Affected**Job Purpose**
- To actively contribute to the NFP strategy and business objectives, revenue generation and growth, mandate implementation, team development, management and client relationship building to generate sustainable revenue streams for WMSA.**Responsibilities**:

- To mentor, supervise and coach Financial Planners to ensure their growth and development to ensure that they conduct is aligned to the required regulatory and business requirements.
- Identify training courses and career progression for self and team through input and feedback from management and personal observation.
- Ensure all personal and team development plan activities are completed within specified timeframe.
- Building talent pipelines of Financial Planners to ensure growth and managed resource risks.
- Share knowledge and industry trends with team and stakeholders during formal and informal interaction.
- Ensure compliance with internal processes through developing an understanding of internal procedures.
- Ensure personal and team time management and assist in ensuring effective deal/project management.
- Manage and track individual and team performance according to the set metrics and targets for Financial Planners.
- Supervise and ensure the development of people resources.
- Ensure that all admin related responsibilities are timeously addressed.
- Support the achievement of the business strategy; objectives and values by reviewing Nedbank and Business Unit policies.
- BuiId trusted and strong relationships both internally and externally through delivery of good quality workout puts and strong communication skills.
- Ensure provision of timeous resolutions for internal and external stakeholders by addressing specific client and advice related queries.
- Ensure that advice provided on behalf of WMSA is accurate and aligned to legislative and Nedbank requirements.
- Developing and using collaborative relationships to facilitate the accomplishment of work goals.
- Maintain existing client relationships by respecting and assisting in enhancing the relationship.
- Contribute to a culture conducive to the achievement of transformation and development goals by participating in Nedbank Culture building initiatives (e.g. staff surveys etc.).
- Participate in and support corporate responsibility initiatives for the achievement of business strategy.

**Job Responsibilities Continue**
- Seek opportunities to improve business processes and systems by identifying and recommending effective ways to operate and adding value to Nedbank.
- Contribute towards the successful revenue generation through cross selling and pricing solutions by being an active team member and leader.
- Contribute towards the successful implementation of pricing and solutions and ensuring that our advice is correctly and competitively priced.
- Ensure accuracy and validity of client information by interrogating assumptions and commerciality of information provided.
- Maintain competency through keeping up to date with industry trends and legislation.
- Ensure effective time management by managing turnaround times.
- Maintain effective oral and written communication.
- Focus on innovative client solutions and problem solving by showing initiative; creative thinking and drawing from previous experience.
- Build skills and talent pipeline via effective team management across the disciplines to manage all people risks
- Ensuring Regulatory compliance, this includes but not limited to Market conduct, governance and legal.

**Essential Qualifications**
- Matric / Grade 12 / National Senior Certificate
- Professional Qualifications / Honour's Degree
- Relevant RE1 and 5 and Key Individual qualifications (CAT 1) and CFP (or working towards)
- Essential Certifications- Certified Financial Planner (CFP)
- FAIS Qualification Regulatory Examinations 1 Qualification
- Minimum Experience Level- 5-8 years relevant Financial Planning industry knowledge.**Technical / Professional Knowledge**
- Governance, Risk and Controls
- Industry trends
- Microsoft Office
- Principles of financial management
- Principles of project management
- Relevant regulatory knowledge
- Relevant software and systems knowledge
- Research methodology
- Decision-making process
- Cluster Specific Operational Knowledge
- Behavioural Competencies- Adaptability
- Coaching
- Communication
- Initiating Action
- Work Standards
- Managing Work
- Technical/Professional Knowledge and Skills

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