Financial Planner
Financial Planner
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
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.
Job Responsibilities Continue
People Specification
Essential Qualifications - NQF Level
- Matric / Grade 12 / National Senior Certificate
- Diploma
Preferred Qualification
Certificate: Financial Planning
Essential Certifications
Preferred Certifications
FAIS Qualification.
Minimum Experience Level
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
