Financial Planning Specialist

5 days ago


Durban, KwaZulu-Natal, South Africa NedBank Full time

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.
Required Skills and Qualifications
  • Matric / Grade 12 / National Senior Certificate
  • Diploma
Preferred Qualifications

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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