Financial Planning Specialist
5 days ago
Job Overview
Nedbank is seeking a highly skilled Financial Planning Specialist to join our team in Durban.
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.
- Maintain updated knowledge of regulations, practices and financial products to maintain fit and proper status.
- Review clients' portfolios and plans on a regular basis to customize the financial plans according to clients' changing needs and requirements.
- Matric / Grade 12 / National Senior Certificate
- Diploma
Certificate: Financial Planning
Technical/Professional Knowledge- Administrative procedures and systems
- Data analysis
- Relevant software and systems knowledge
- Relevant regulatory knowledge
- Banking knowledge
- Cluster Specific Operational Knowledge
Please visit our website for more information and to apply.
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