Financial Planner (DAS)
Financial Planner (DAS)
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
Job Classification
Job Family
Career Stream
Leadership Pipeline
FAIS Affected
Job Purpose
Job 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 portfolios 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.
- Understand the appropriate rules and regulations of the industry and the bank and the application thereof maintaining full compliance.
- 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
1 year experience in sales as a Financial Planner/Advisor
RE 5 certification is essential
FSCA recognised 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
Employment Type
Advisor
