Financial Advisor Specialist
2 weeks ago
Nedbank is seeking a skilled Financial Planner to join its team in Durban. The successful candidate will be responsible for providing financial expertise and wealth creation advice to Nedbank clients.
Salary RangeR500,000 - R750,000 per annum, depending on experience.
Job 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
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