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Financial Planner Professional

2 months ago

Cape Town, Western Cape, South Africa Nedbank Full time
Financial Planning Opportunity

Role Overview: We are seeking a skilled Financial Planner to join our team at Nedbank, providing expert financial advice and wealth creation solutions to our clients.

Key Responsibilities:
  • Analyse clients' financial situations to develop tailored financial plans, considering their expenses, income, insurance coverage, and financial objectives.
  • Examine and suggest financial solutions and strategies to achieve clients' financial goals.
  • Assist clients in implementing their plans and conducting financial transactions.
  • Regularly review clients' portfolios and plans to adapt to changing circumstances and needs.
  • Maintain up-to-date knowledge of regulations, practices, and financial products to ensure fit and proper status.
  • Effectively communicate financial plans to individuals and legal entities.
  • Stay informed about approved products and services, and continuously up-skill on product and industry development.
  • Ensure compliance with industry and bank regulations.
  • Build a sustainable and profitable practice.
  • Participate in business engagements to foster relationships.
Essential Qualifications:
  • 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

Please contact the Nedbank Recruiting Team