Financial Planner

1 month ago


Johannesburg, South Africa Nedbank Full time

**Job Classification**

**Req 135924** - Melissa Cloete**Cluster**:

- Nedbank Wealth Cluster - Nedbank Financial Planning (NFP)**Digital Advisory Services**: Rivonia Campus - digital advice within Nedbank Financial Planning supporting Nedbank customer base.- Job Family- Sales and Services
- Career Stream- Sales
- Leadership Pipeline- 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.

**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 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.
- Building a sustainable and profitable practice.
- Participate and attend all business engagements to build and strengthen relationships.

**Job Responsibilities Continue**

**People Specification**
- Essential Qualifications - NQF Level- Matric / Grade 12 / National Senior Certificate
- Diploma
- Preferred Qualification- Certificate: Financial Planning- Essential Certifications- Preferred Certifications- FAIS Qualification.- Minimum Experience Level- Role specific / 1 year experience / exposure in sales

**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
- **_Please contact the Nedbank Recruiting Team at +27 860 555 566_


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