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Financial Planner (Middelburg / Witbank)

Employer
Nedbank
Location
Middelburg Middelburg Greater Groblersdal, South Africa
Salary
Competitive
Closing date
May 28, 2024

View more

Job Role
Other
Sector
Finance
Contract Type
Permanent
Hours
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

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' 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


Disclaimer

Preference will be given to candidates from the underrepresented groups

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

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