Financial Planner

6 days ago

Johannesburg, South Africa Nedbank Full time

**Job Classification**

**Requisition - 136632** - Melissa Cloete**Cluster**:

- Nedbank Wealth - Nedbank Wealth Management SA Division - Nedbank Financial Planning: Digital Advisory Services**Location**:

- Johannesburg**Closing Date** - 9 December 2024- 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.

**Job Responsibilities Continue**

**People Specification**
- Essential Qualifications - NQF Level- Matric / Grade 12 / National Senior Certificate
- Diploma
- Preferred Qualification- FSCA recognised Qualification- Certificate: Financial Planning- Essential Certifications- Preferred Certifications- FAIS Qualification: RE1/RE5- Certified Financial Planner (highly beneficial)- Minimum Experience Level- 1 year experience / exposure in Executive Financial Planning or Digital/Virtual Advisory Services**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_

  • Financial Planner

    5 hours ago

    Johannesburg, Gauteng, South Africa Envestpro Full time

    Company DescriptionEstablished in 1998, Envestpro is a prominent advisory intermediary business with a mission to empower financial advisors to build successful practices. With a presence across South Africa, including major cities like Johannesburg and Durban, Envestpro serves over 38,000 clients and intermediates more than 12 billion rands in assets. The...

  • Financial Planner

    4 weeks ago

    Johannesburg, South Africa Envestpro Full time

    Established in , Envestpro is a prominent advisory intermediary business with a mission to empower financial advisors to build successful practices. With a presence across South Africa, including major cities like Johannesburg and Durban, Envestpro serves over 38, clients and intermediates more than 12 billion rands in assets. The company is committed to...

  • Financial Planner

    2 weeks ago

    Johannesburg, South Africa Envestpro Full time

    Company Description Envestpro, established in 1998, is a leading financial advisory intermediary affiliated with Liberty, a part of the Standard Bank Group. Serving over 38,000 clients and managing assets exceeding 12 billion rands, Envestpro provides comprehensive financial planning services. With offices across major South African cities, including...

  • Financial Planner

    6 days ago

    Johannesburg, South Africa Unique Personnel Full time

    **Job Number** - 67428 **Job Type** - Permanent **Job Title** - Financial Planner **Computer Skills** - MS office **Industry** - Financial Services **City** - Johannesburg (Incl. Northern Suburbs) **Province** - Gauteng - Follow 6 steps in Financial Planning including Needs Analysis- Presentation and negotiations to individuals & Groups Network and...

  • FINANCIAL PLANNER

    4 weeks ago

    Johannesburg, South Africa HR Genie Full time

    A well known company within the financial sector is looking for a Experienced Financial Planner: Qualification and experience: Bachelors degree in Finance, Economics, Accounting, Business Administration, or a related field. Relevant certifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or local equivalents. Minimum of 5...

  • Financial Planner

    3 weeks ago

    Johannesburg, South Africa Hr Options Full time

    A well known company within the financial sector is looking for a Experienced Financial Planner : Qualification and experience : Bachelor s degree in Finance, Economics, Accounting, Business Administration, or a related field. Relevant certifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or local equivalents. Minimum...

  • FINANCIAL PLANNER

    2 weeks ago

    Johannesburg, South Africa HR Genie Full time

    A well known company within the financial sector is looking for an Experienced Financial Planner. Qualifications and Experience Bachelors degree in Finance, Economics, Accounting, Business Administration, or a related field. Relevant certifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or local equivalents. Minimum of...

  • Financial Planner

    5 days ago

    Johannesburg, South Africa Job Placements Full time

    A well known company within the financial sector is looking for a Experienced Financial Planner : Qualification and experience : Bachelors degree in Finance, Economics, Accounting, Business Administration, or a related field. Relevant certifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or local equivalents. Minimum of...

  • FINANCIAL PLANNER

    3 weeks ago

    Johannesburg, South Africa HR Genie Full time

    A well known company within the financial sector is looking for a Experienced Financial Planner:Qualification and experience:Bachelors degree in Finance, Economics, Accounting, Business Administration, or a related field.Relevant certifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or local equivalents.Minimum of 5...

  • Financial Planners across South Africa

    2 weeks ago

    Johannesburg, Gauteng, South Africa EQ-FIN Full time R20 000 - R250 000 per year

    Join EQ-FIN as a Financial Planner – Shape Your Future, Empower Others Opportunities across South Africa (full training provided)Company DescriptionEQ-FIN is an outsourced assurance management company representing Liberty Group Ltd and STANLIB in the South African financial services industry. The company distributes a range of products including insurance,...