Financial Advisor Specialist

2 weeks ago


Durban, KwaZulu-Natal, South Africa Nedbank Full time
Job Overview

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 Range

R500,000 - R750,000 per annum, depending on experience.

Job Responsibilities
  1. 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.
  2. Examine and suggest financial solutions and strategies for the financial plan (plan for life).
  3. Assist clients in implementing their plans and carry out financial transactions.
  4. 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.
  5. Maintain updated knowledge of regulations, practices and financial products in order to maintain fit and proper status.
  6. Demonstrate an understanding of structuring, presenting and reviewing financial plans to individuals and legal entities.
  7. Displays knowledge of approved products and services and be able to continuously up-skill oneself on product and industry development.
  8. Understand the appropriate rules and regulations of the industry and the bank and the application thereof, maintaining full compliance.
  9. Building a sustainable and profitable practice.
  10. 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



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