Financial Planner Professional

5 days ago

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

Job Overview: We are seeking a skilled Financial Planner to join our team at Nedbank. As a Financial Planner, you will be responsible for providing expert financial advice and wealth creation strategies to our clients.

Key Responsibilities:
  • Analyze clients' financial situations to develop tailored financial plans.
  • Examine and suggest financial solutions and strategies for clients' financial plans.
  • Assist clients in implementing their plans and conducting financial transactions.
  • Review clients' portfolios and plans regularly to customize financial plans according to changing circumstances.
  • Maintain knowledge of regulations, practices, and financial products to ensure fit and proper status.
  • Demonstrate understanding of structuring, presenting, and reviewing financial plans to individuals and legal entities.
  • Stay up-to-date on approved products and services and continuously up-skill oneself on product and industry development.
  • Understand and apply industry and bank rules and regulations to maintain compliance.
  • Build a sustainable and profitable practice.
  • Participate in business engagements to build and strengthen 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 at +27 860 555 566

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