Financial Planning Specialist

1 month ago


Johannesburg, Gauteng, South Africa Nedbank Full time

**Job Title:** Financial Planning Specialist

Location: Gauteng, Johannesburg

About the Role:

  • We are seeking a highly skilled Financial Planning Specialist to join our team at Nedbank.

Job Responsibilities:

  1. Develop and implement comprehensive financial plans for clients: Analyze clients' financial statuses to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a bespoke financial plan.
  2. Suggest and implement financial solutions: Examine and suggest financial solutions and strategies for the financial plan (plan for life).
  3. Assist clients in implementing their plans: Assist clients in implementing their plans and carry out financial transactions.
  4. Regularly review and update financial plans: Review clients' portfolios and plans on a regular basis to customize the financial plans according to clients' changing life or economic circumstances, needs and requirements.
  5. Stay up-to-date with industry knowledge: Maintain updated knowledge of regulations, practices, and financial products in order to maintain fit and proper status.
  6. Demonstrate expertise in structuring and reviewing financial plans: Demonstrate an understanding of structuring, presenting, and reviewing financial plans to individuals and legal entities.
  7. Displays knowledge of approved products and services: Displays knowledge of approved products and services and be able to continuously up-skill oneself on product and industry development.
  8. Maintain compliance: Understand the appropriate rules and regulations of the industry and the bank and the application thereof, maintaining full compliance.
  9. Build a sustainable practice: Building a sustainable and profitable practice.
  10. Participate in business engagements: Participate and attend all business engagements to build and strengthen relationships.

Requirements:

  • Qualifications: Matric / Grade 12 / National Senior Certificate, Diploma, FSCA recognized Qualification, Certificate: Financial Planning
  • Certifications: FAIS Qualification: RE1/RE5, Certified Financial Planner (highly beneficial)
  • Experience: 1 year experience/exposure in Executive Financial Planning or Digital/Virtual Advisory Services, Sales/Retail/Business Development jobs

Estimated Salary: R600,000 - R800,000 per annum

Nedbank is committed to creating a diverse and inclusive work environment. We welcome applications from talented individuals who share our values.



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