Financial Planner

1 week ago

Cape Town, Western Cape, South Africa Nedbank Full time
Financial Planning Opportunity

Job Overview: We are seeking a skilled Financial Planner to join our team at Nedbank. 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, taking into account clients' changing life or economic circumstances, needs, and requirements.
  • Assist clients in implementing their plans and carry out financial transactions, ensuring full compliance with regulations and industry standards.
  • Review clients' portfolios and plans on a regular basis to customize the financial plans according to clients' changing needs and requirements.
  • Maintain updated knowledge of regulations, practices, and financial products 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.
Essential Qualifications:
  • Matric / Grade 12 / National Senior Certificate
  • Diploma
Preferred Qualification:

Certificate: Financial Planning

Preferred Certifications:

FAIS Qualification.

Minimum Experience Level:

Role 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
Behavioural Competencies:
  • Sales Disposition
  • Building Trusting Relationships
  • Energy
  • Adaptability
  • Continuous Learning

Please contact the Nedbank Recruiting Team

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