Strategic Financial Advisor
1 week ago
About the Role:
Nedbank is seeking a skilled Financial Planner to join our team. As a Financial Planner, you will be responsible for providing financial expertise and wealth creation advice to our clients.
Key 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.
- 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.
- Matric / Grade 12 / National Senior Certificate
- Diploma
Certificate: Financial Planning
Preferred CertificationsFAIS Qualification.
Minimum Experience LevelRole specific / 1 - 5 years 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
- Sales Disposition
- Building Trusting Relationships
- Energy
- Adaptability
- Continuous Learning
Please contact the Nedbank Recruiting Team
-
Strategic Financial Advisor
1 week ago
Johannesburg, Gauteng, South Africa Network Recruitment Full timeWe are seeking a Strategic Financial Advisor to join our team at Network Recruitment. This exciting opportunity will allow you to shape financial strategies and support business decisions. As a Senior Audit Professional, you will have the chance to analyze budgets, streamline processes, and drive innovation in a dynamic and fast-paced environment.What You'll...
-
Strategic Finance Specialist
3 days ago
Johannesburg, Gauteng, South Africa Strategic Personnel Full timeJob DescriptionOverview: Strategic Personnel is seeking a skilled Financial Administrator to support our Center Financial Manager with various financial processes.Key Responsibilities:Cash Flow Management and Payments: Collaborate with the Center Financial Manager to administer funding, cash flow, and banking processes in line with Head Office...
-
Executive Strategic Advisor Support/Assistant
4 weeks ago
Johannesburg, Gauteng, South Africa The Corporate Circle Full timeJob Title: Executive Strategic Advisor Support/AssistantJoin The Corporate Circle as an Executive Strategic Advisor Support/Assistant in Sandton, offering a competitive CTC of R70 000. This role requires a Financial, Business, or Legal Degree and previous experience in corporate finance, private equity, or investment finance.Key Responsibilities:Provide...
-
Financial Advisor
2 months ago
Johannesburg, Gauteng, South Africa Rebel Hunters Full timeUnlock Your Potential as a Financial AdvisorAt Rebel Hunters, we're committed to empowering driven individuals to build successful careers in financial services. As a Financial Advisor, you'll have the opportunity to work with a dynamic team and develop your skills in a supportive environment.What We Offer:No Salary Caps - Enjoy unlimited earning potentialUp...
-
Financial Advisor
2 months ago
Johannesburg, Gauteng, South Africa Rebel Hunters Full timeUnlock Your Potential as a Financial AdvisorAt Rebel Hunters, we're committed to empowering driven individuals to build successful careers in financial services. As a Financial Advisor, you'll have the opportunity to work with a dynamic team and develop your skills in a supportive environment.What We Offer:No Salary Caps: Enjoy unlimited earning potential...
-
Strategic Data Insight Specialist
2 weeks ago
Johannesburg, Gauteng, South Africa Strategic Personnel Full timeJob Summary:Strategic Personnel is seeking a highly skilled Data Analyst to join our team in the credit and financial services division. The ideal candidate will have a solid understanding of credit rules and strategies, as well as experience with data analysis and visualization tools.Key Responsibilities:Assess, develop, and optimize credit rules and...
-
Strategic Financial Consultant
4 days ago
Johannesburg, Gauteng, South Africa The Recruitment Council Full timeFinancial Advisor Job DescriptionThe Financial Advisor is a key role within The Recruitment Council, responsible for providing expert financial guidance to clients. This position involves conducting thorough financial needs analyses to identify opportunities for growth and development, while maintaining strong relationships with existing clients.Key...
-
Strategic Financial Director
4 days ago
Johannesburg, Gauteng, South Africa Helen Wilson Recruitment Full timeJob Title: Chief Financial OfficerWe are seeking an experienced Chief Financial Officer to lead our financial strategy, ensuring robust financial management and operational efficiency across our global operations.The successful candidate will be a key member of the Executive team, responsible for overseeing the financial health of the organization. This...
-
Financial Advisor
2 months ago
Johannesburg, Gauteng, South Africa KPMG-SouthAfrica Full timeKPMG\u0027s Corporate Finance/Transactions and Restructuring department is a leading financial advisor on public and private transactions. As a member of this team, you\u0027ll work with world-class professionals to buy, sell, partner, fund, or fix companies to add and preserve value. Key responsibilities include: \u2022 Completing CIMA/CFA Levels \u2022...
-
Senior Financial Director
7 days ago
Johannesburg, Gauteng, South Africa Strategic Personnel Full timeJob SummaryWe are seeking a highly skilled Senior Financial Director to lead our finance team at Strategic Personnel. The ideal candidate will have a strong background in financial management and a proven track record of success in a similar role.Main Responsibilities• Produce and distribute monthly management reports to agreed time scales• Produce...
-
Wealth and Financial Planner/Advisor
4 weeks ago
Johannesburg, Gauteng, South Africa IWCP Johannesburg Ltd Full timeUnlock Your Potential as a Financial AdvisorAre you passionate about helping others achieve their financial goals? Do you have a strong desire to succeed in a dynamic and rewarding career? If so, we invite you to join our team as a Financial Advisor.As a Financial Advisor with IWCP Johannesburg Ltd, you will have the opportunity to work with a diverse range...
-
Financial Advisor at OneSpark
1 month ago
Johannesburg, Gauteng, South Africa One Spark Full timeTransform Lives with OneSparkAre you a Financial Advisor ready to take your career to new heights? OneSpark, South Africa's most innovative insurance brand, is seeking a talented individual to join our team in partnership with Dis-Chem, one of the nation's leading healthcare retailers.As a Financial Advisor with OneSpark, you will be at the forefront of...
-
Financial Advisor Opportunities
4 weeks ago
Johannesburg, Gauteng, South Africa Rebel Hunters Full timeUnlock Your Financial PotentialAre you a driven and ambitious individual looking to take your financial career to new heights? Rebel Hunters is seeking talented Financial Advisors to join our team and build a successful independent practice.What We Offer:No Salary Caps - Enjoy unlimited earning potential and take control of your financial future.Up to 90%...
-
Wealth and Financial Planner/Advisor
1 month ago
Johannesburg, Gauteng, South Africa IWCP Johannesburg Ltd Full timeUnlock Your Potential as a Financial AdvisorAre you passionate about helping others achieve their financial goals? Do you have a strong desire to succeed in a dynamic and rewarding career? If so, we invite you to join our team as a Financial Advisor at IWCP Johannesburg Ltd.About the RoleAs a Financial Advisor, you will play a critical role in helping our...
-
Financial Advisor
1 month ago
Johannesburg, Gauteng, South Africa Rory Mackie & Associates Full timeJob Title: Junior Financial AdvisorAt Rory Mackie & Associates, we are seeking a dynamic and energetic Junior Financial Advisor to join our team. As a Junior Financial Advisor, you will play a key role in providing support to our senior advisors, allowing them to focus on advising our clients.Responsibilities:Assist senior advisors in providing financial...
-
Financial Advisor
3 weeks ago
Johannesburg, Gauteng, South Africa KPMG-SouthAfrica Full timeKPMG's Corporate Finance/Transactions and Restructuring department is a leading financial advisor on public and private transactions. As a Financial Advisor - Transactional Expert, you will be part of a team of world-class professionals working together to buy, sell, partner, fund or fix companies to add and preserve value. Your responsibilities will...
-
Career Opportunities: Financial Advisor
1 week ago
Johannesburg, Gauteng, South Africa Micah Govender Developments Full timeJob Description: Financial Advisor PositionMicah Govender Developments is looking for experienced life and investment financial advisors to join their team in Gauteng. The ideal candidate will establish long-term relationships with clients, provide financial planning and solutions, and offer excellent service orientation.Key Responsibilities:Establish...
-
Strategic Business Advisor
1 week ago
Johannesburg, Gauteng, South Africa BAEC Specialists Full timeAbout the Role:We are seeking an experienced Senior Business Analyst with a robust background in financial services and financial services products. This role requires a strategic thinker with 10+ years of experience in analysing complex business processes, defining problem statements, and delivering practical solutions to meet business objectives.
-
Strategic Financial Planning Specialist
1 week ago
Johannesburg, Gauteng, South Africa African Ambition Full timeFinancial Advisor Job OpportunityAfrican Ambition is seeking a highly skilled Financial Advisor to contribute to the success of our insurance sector client.Responsibilities:Conduct thorough financial needs analysis to understand clients' goals and objectives.Develop and implement customised financial plans to meet clients' short and long-term goals.Provide...
-
Strategic Financial Advisor
3 weeks ago
Johannesburg, Gauteng, South Africa The Recruitment Council Full timeJob Title: Advisory PartnerPurpose of the Role: As a key member of The Recruitment Council, the Advisory Partner will be responsible for driving business growth by taking our service and product offerings to market and engaging with prospective and existing clients. This role requires a proactive approach to business development and a commitment to...