Financial Planner

4 weeks ago


Durban, KwaZulu-Natal, South Africa Nedbank Full time
Financial Planner - Wealth Creation Specialist

As a Financial Planner - Wealth Creation Specialist at Nedbank, you will provide expert financial advice to clients to help them achieve their financial goals and create wealth.

Key Responsibilities
  • Analyse clients' financial situations to determine their financial objectives, risk tolerance, and other relevant information.
  • Develop and implement bespoke financial plans to help clients achieve their financial goals.
  • Assist clients in implementing their plans and carrying out financial transactions.
  • Review and update clients' financial plans regularly to ensure they remain aligned with their changing needs and circumstances.
Requirements
  • Matric / Grade 12 / National Senior Certificate
  • Diploma
Preferred Qualifications

Certificate: Financial Planning

Preferred Certifications

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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