Financial Planning Expert

5 days ago


Durban, KwaZulu-Natal, South Africa Nedbank Full time
About the Role

Nedbank is seeking a skilled Financial Planner to join our team in Durban.

Job Summary

We are looking for a talented individual to provide financial expertise and wealth creation advice to Nedbank clients. The ideal candidate will have excellent analytical skills, be able to develop bespoke financial plans, and possess strong communication skills to build trusting relationships with clients.

Key Responsibilities
  • Analyse clients' financial statuses to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a tailored financial plan.
  • Examine and suggest financial solutions and strategies for the financial plan, ensuring it aligns with clients' changing life circumstances and economic conditions.
  • Assist clients in implementing their plans and carry out financial transactions efficiently.
  • Regularly review clients' portfolios and plans to customize them according to clients' evolving needs and requirements.
Requirements
  • Matric / Grade 12 / National Senior Certificate qualification
  • Diploma in a relevant field
  • Certificate: Financial Planning (desired)
Technical Skills
  • Administrative procedures and systems knowledge
  • Data analysis skills
  • Relevant software and systems proficiency
  • Regulatory knowledge
  • Banking procedures and Cluster Specific Operational Knowledge
Salary Range

R500,000 - R700,000 per annum, based on experience.

About Us

Nedbank is a leading bank in South Africa, committed to providing exceptional banking services to its clients. We value innovation, customer satisfaction, and teamwork.



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