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Financial Planning Manager

2 months ago

Pretoria, Gauteng, South Africa Nedbank Full time
Job Summary

We are seeking a highly skilled and experienced Financial Planning Manager to join our team at Nedbank. As a key member of our Wealth Management South Africa division, you will play a critical role in contributing to the NFP strategy and business objectives.

Key Responsibilities
  • Mentor and develop Financial Planners to ensure their growth and development aligns with regulatory and business requirements.
  • Identify training opportunities and career progression for self and team through feedback from management and personal observation.
  • Ensure all personal and team development plan activities are completed within specified timeframes.
  • Build talent pipelines of Financial Planners to ensure growth and manage resource risks.
  • Share knowledge and industry trends with team and stakeholders during formal and informal interactions.
  • Ensure compliance with internal processes through understanding of internal procedures.
  • Manage and track individual and team performance according to set metrics and targets for Financial Planners.
  • Supervise and ensure the development of people resources.
  • Ensure all administrative responsibilities are addressed in a timely manner.
  • Support the achievement of business strategy, objectives, and values by reviewing Nedbank and Business Unit policies.
  • Build trusted relationships both internally and externally through delivery of quality work and strong communication skills.
  • Provide timely resolutions for internal and external stakeholders by addressing client and advice-related queries.
Requirements
  • Matric / Grade 12 / National Senior Certificate
  • Professional Qualifications / Honours Degree
  • Relevant RE1 and 5 and Key Individual qualifications (CAT 1) and CFP (or working towards)
Technical Skills
  • Governance, Risk and Controls
  • Industry trends
  • Microsoft Office
  • Principles of financial management
  • Principles of project management
  • Relevant regulatory knowledge
  • Relevant software and systems knowledge
  • Research methodology
  • Decision-making process
  • Cluster Specific Operational Knowledge
  • Coaching
  • Communication
  • Initiating Action
  • Work Standards
  • Managing Work
  • Technical/Professional Knowledge and Skills
Experience

5 - 8 years' relevant Financial Planning industry knowledge.