Financial Planner (Nelspruit)
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Job Location:
Mpumalanga - South Africa
Monthly Salary:
Not Disclosed
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
Requisition Details & Talent Acquisition Contact
REQ: 133879
Talent Acquisition Consultant: Lerato Sithole
Cluster: Nedbank Wealth
Closing Date: 27 May 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.
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
- Matric
- FAIS Fit & Proper Qualification
- Regulatory Exam for Representatives (RE 5)
Preferred Certifications
- A registered Certified Financial Planner (CFP) or working toward becoming a Certified Financial Planner
Minimum Experience Level
- 1 5 years experience in Financial Planning / Financial Advice / Sales within Financial 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
Disclaimer
Preference will be given to candidates from the underrepresented groups
Please contact the Nedbank Recruiting Team at
Key Skills
- Estate Law
- Trusts
- Wealth Management
- Financial Services
- Financial Concepts
- Microsoft Outlook
- Microsoft Powerpoint
- Securities Law
- Financial Analysis
- Budgeting
- Financial Planning
- Wills
About Company
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