Financial Planning Specialist
1 month ago
Nedbank is seeking a skilled Financial Planning Specialist to join their team in the Western Cape region.
Estimated SalaryR1 200 000 - R1 800 000 per annum, depending on experience and qualifications.
Job DescriptionThe successful candidate will be responsible for providing financial expertise and wealth creation advice to Nedbank clients, with a focus on creating bespoke financial plans tailored to each client's needs.
Required Skills and Qualifications- Matric / Grade 12 / National Senior Certificate
- Diploma in a relevant field
Preferred qualifications include a Certificate in Financial Planning and FAIS qualification.
BenefitsThis role offers a competitive salary, opportunities for professional growth and development, and a dynamic work environment.
OthersThe ideal candidate will have excellent communication and interpersonal skills, as well as the ability to build trusting relationships with clients. They will also be required to maintain up-to-date knowledge of regulations, practices, and financial products, and to demonstrate an understanding of structuring, presenting, and reviewing financial plans.
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