Financial Planner

Nedbank Private Wealth; Soweto; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A financial services company in South Africa seeks an Advisor to deliver financial expertise and wealth creation advice to clients. Key responsibilities include analyzing financial statuses, customizing financial plans, and ensuring compliance with regulations. The ideal candidate has a Matric certificate, ideally a Financial Planning certificate, with at least 1 year in sales or relevant experience.

Qualifications

• 1 year experience in sales or related exposure required.
• FAIS Qualification essential.

Responsibilities

• Analyse clients' financial statuses and develop bespoke financial plans.
• Review clients' portfolios regularly and customize plans as necessary.
• Assist clients in implementing their financial plans.

Skills

Estate Law

Trusts

Wealth Management

Financial Services

Financial Concepts

Microsoft Outlook

Microsoft Powerpoint

Securities Law

Financial Analysis

Budgeting

Financial Planning

Wills

Education

Matric / Grade 12 / National Senior Certificate

Diploma

Certificate: Financial Planning

Job description

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.

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

Role specific / 1 year experience / exposure in sales

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

Key Skills

Estate Law,Trusts,Wealth Management,Financial Services,Financial Concepts,Microsoft Outlook,Microsoft Powerpoint,Securities Law,Financial Analysis,Budgeting,Financial Planning,Wills

Employment Type : Advisor

Experience : years

Vacancy : 1