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Financial Planner (Middelburg / Witbank)

Middelburg Middelburg Greater Groblersdal, South Africa
Closing date
May 28, 2024

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Job Role
Contract Type
Full Time
Requisition Details & Talent Acquisition Contact

REQ: 133878

Talent Acquisition Consultant: Lerato Sithole

Cluster: Nedbank Wealth

Closing Date: 27 May 2024

Job Family

Sales and Services

Career Stream


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' 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.
  • 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


Preference will be given to candidates from the underrepresented groups


Please contact the Nedbank Recruiting Team at +27 860 555 566

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