Financial Planner - Durban

NedBank; Durban; On-site; ZAR 300,000 - 500,000; Full time

Job summary

Nedbank is seeking a Financial Planner in Durban to provide customized financial expertise and wealth creation advice. The role involves analyzing client financial statuses, suggesting strategies, and maintaining compliance with regulations. Ideal candidates will possess strong sales experience, relevant qualifications, and a commitment to client service.

Qualifications

• NQF Level qualification with Matric required.
• Certificate in Financial Planning preferred.
• 1-5 years exposure in sales.

Responsibilities

• Analyse clients' financial statuses for bespoke financial plans.
• Examine and suggest financial solutions and strategies.
• Review clients' portfolios regularly based on changing circumstances.

Skills

Data analysis

Building Trusting Relationships

Sales Disposition

Energy

Adaptability

Continuous Learning

Education

Matric / Grade 12 / National Senior Certificate

Diploma

Certificate: Financial Planning

Tools

Relevant software and systems knowledge

Job description

Financial Planner - Durban

Location: Nedbank Park Square, Cnr Centenary Blvd & Park Avenue, Umhlanga Rocks, Durban.

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 - NQF Level

• Matric / Grade 12 / National Senior Certificate
• Diploma

Preferred Qualification

Certificate: Financial Planning

Preferred Certifications

FAIS Qualification.

Minimum Experience Level

Role specific / 1- 5 years 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

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Please contact the Nedbank Recruiting Team at [phone]