Financial Planning Specialist

1 month ago


Cape Town, Western Cape, South Africa Nedbank Full time
Job Overview

Nedbank is seeking a skilled Financial Planning Specialist to join their team in the Western Cape region.

Estimated Salary

R1 200 000 - R1 800 000 per annum, depending on experience and qualifications.

Job Description

The 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.

Benefits

This role offers a competitive salary, opportunities for professional growth and development, and a dynamic work environment.

Others

The 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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