Financial Planner

1 week ago


Johannesburg, Gauteng, South Africa Nedbank Full time
Financial Planner Role

Job Summary

Nedbank is seeking a skilled Financial Planner to provide expert financial advice and wealth creation solutions to clients.

Key Responsibilities

  • Analyse clients' financial situations to determine their financial goals and objectives.
  • Develop and implement bespoke financial plans to meet clients' needs.
  • Assist clients in implementing their plans and conducting financial transactions.
  • Review and update clients' financial plans regularly to ensure they remain aligned with changing life and economic circumstances.
  • Maintain knowledge of regulations, practices, and financial products to maintain fit and proper status.

Requirements

  • Matric / Grade 12 / National Senior Certificate
  • Diploma

Preferred Qualifications

Certificate: Financial Planning

FAIS Qualification

Technical / Professional Knowledge

  • Administrative procedures and systems
  • Data analysis
  • Relevant software and systems knowledge
  • Relevant regulatory knowledge
  • Banking knowledge
  • Banking procedures
  • Cluster Specific Operational Knowledge
  • Business principles
  • Business terms and definitions
  • Governance, Risk and Controls

Behavioural Competencies

  • Sales Disposition
  • Building Trusting Relationships
  • Energy
  • Adaptability
  • Continuous Learning

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