Financial Planner

2 weeks ago

Johannesburg, South Africa Nedbank Full time

**Financial Planner - Gauteng**

**Locations for Gauteng Region**:

- Welkom, Centurion, Middelburg, Nelspruit- Randfontein, Eastland Mall, Rivonia, Woodmead, Sandown, Fox Street-RRB, Fourways -RRB, NCB, Pretoria North- Digital Advisory Services- Job Family- Sales and Services
- Career Stream- Sales
- Leadership Pipeline- Manage Self: Technical
- FAIS Affected- FAIS Affected - Yes**Job Purpose**
- To provide financial expertise and wealth creation advice to Nedbank clients in order to make Nedbank the great place to bank.

**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 bespoke financial plan.
- Examine and suggest financial solutions and strategies for the financial plan (plan for life).
- Assist clients in implementing their plans and carry out financial transactions.
- Review clients’ portfolio's and plans on a regular basis to customize the financial plans according to clients’ changing life or economic circumstances, needs and requirements.
- Maintain updated knowledge of regulations, practices and financial products in order to maintain fit and proper status.
- Demonstrate an understanding of structuring, presenting and reviewing financial plans to individuals and legal entities.
- Displays knowledge of approved products and services and be able to continuously up-skill oneself on product and industry development.
- Building a sustainable and profitable practice.
- Participate and attend all business engagements to build and strengthen relationships.
- Essential Qualifications - NQF Level- Matric / Grade 12 / National Senior Certificate
- Diploma
- Preferred Qualification- Certificate: Financial Planning- Preferred Certifications- FAIS Qualification.- Minimum Experience Level- Role specific / 1 - 5 years experience / exposure in sales**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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