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Principal Advice: NFP

2 months ago

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

We are seeking a highly skilled and experienced Senior Financial Planner to join our Wealth Management team at Nedbank. As a key member of our team, you will be responsible for providing expert financial planning advice to our clients and contributing to the growth and development of our business.

Key Responsibilities
  • Mentor and Develop Financial Planners

Provide guidance and support to junior financial planners to ensure their growth and development, and that their conduct is aligned to regulatory and business requirements.

Identify Training Opportunities

Identify training courses and career progression opportunities for self and team through input and feedback from management and personal observation.

Ensure Compliance

Ensure all personal and team development plan activities are completed within specified timeframe, and that compliance with internal processes is maintained.

Build Talent Pipelines

Build talent pipelines of financial planners to ensure growth and manage resource risks.

Share Knowledge and Industry Trends

Share knowledge and industry trends with team and stakeholders during formal and informal interaction.

Ensure Effective Time Management

Ensure personal and team time management, and assist in ensuring effective deal/project management.

Manage and Track Performance

Manage and track individual and team performance according to set metrics and targets for financial planners.

Supervise and Develop People Resources

Supervise and ensure the development of people resources.

Address Client Queries

Ensure that all admin-related responsibilities are timeously addressed, and that advice provided on behalf of WMSA is accurate and aligned to legislative and Nedbank requirements.

Build Strong Relationships

Build trusted and strong relationships both internally and externally through delivery of good quality outputs and strong communication skills.

Contribute to Business Strategy

Contribute to a culture conducive to the achievement of transformation and development goals by participating in Nedbank Culture building initiatives.

Participate in Corporate Responsibility Initiatives

Participate in and support corporate responsibility initiatives for the achievement of business strategy.

Essential Qualifications
  • Matric / Grade 12 / National Senior Certificate
  • Professional Qualifications / Honour's Degree
  • Relevant RE1 and 5 and Key Individual qualifications (CAT 1) and CFP (or working towards)
Essential Certifications
  • FAIS Qualification Regulatory Examinations 1 Qualification
Minimum Experience Level

5-8 years relevant Financial Planning industry knowledge.

Technical / Professional Knowledge
  • Governance, Risk and Controls
  • Industry trends
  • Microsoft Office
  • Principles of financial management
  • Principles of project management
  • Relevant regulatory knowledge
  • Relevant software and systems knowledge
  • Research methodology
  • Decision-making process
  • Cluster Specific Operational Knowledge
  • Coaching
  • Communication
  • Initiating Action
  • Work Standards
  • Managing Work
  • Technical/Professional Knowledge and Skills