Financial Planner (DAS)

Nedbank; Johannesburg; On-site; ZAR 350 000 - 450 000; Full time

Job summary

A leading financial institution in Johannesburg seeks a financial advisor to provide expertise and personalized financial plans for clients. The role involves analyzing financial data, assisting with transactions, and maintaining compliance with industry regulations. Candidates should have a Matric certificate and preferably a diploma, along with a minimum of one year of sales experience.

Qualifications

• 1 year experience or exposure in sales.
• FAIS Qualification is preferred.

Responsibilities

• Analyse clients' financial statuses to determine financial plans.
• Assist clients in financial transactions and implementing plans.
• Review clients' portfolios and customize plans as necessary.
• Participate in business engagements to build client relationships.

Skills

Data analysis

Administrative procedures

Banking knowledge

Building Trusting Relationships

Energy

Education

Matric / Grade 12 / National Senior Certificate

Diploma

Job description

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.

Job Responsibilities Continue

People Specification

Essential Qualifications - NQF Level

Matric / Grade 12 / National Senior Certificate

Diploma

Preferred Qualification

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

Building Trusting Relationships

Energy

Please contact the Nedbank Recruiting Team at

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Nedbank Ltd Reg No

• .Authorised financial services and registered credit provider (NCRCP16).

For assistance please contact the Nedbank Recruiting Team at

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