Financial Planner (Edendale)

nedbank; Pietermaritzburg; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading South African financial institution is seeking a skilled financial advisor in Pietermaritzburg to provide financial expertise and wealth creation advice to clients. Responsibilities include analyzing financial statuses, suggesting strategies, and maintaining client relationships while ensuring compliance with regulations. Ideal candidates should possess essential qualifications and have relevant experience in sales. This role requires effective communication and strong analytical abilities.

Qualifications

• Essential qualifications include Matric and a diploma.
• FAIS Qualification is necessary.
• Minimum 1 year experience in a sales role is required.

Responsibilities

• Analyse clients’ financial statuses for bespoke financial planning.
• Suggest financial solutions and strategies for financial plans.
• Assist clients in implementing their plans and executing transactions.
• Regularly review client portfolios and adapt financial plans as needed.
• Maintain updated knowledge of relevant regulations and practices.

Skills

Financial analysis

Sales skills

Regulatory knowledge

Data analysis

Client relationship management

Communication

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.

People Specification

Essential Qualifications - NQF Level

• Matric / Grade 12 / National Senior Certificate
• Diploma

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 KnowledgeBusiness principles
• Business terms and definitions
• Governance, Risk and Controls
• Building Trusting Relationships
• Energy

Please contact the Nedbank Recruiting Team at [phone]

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Nedbank Ltd Reg No 1951/000009/06.
Authorised financial services and registered credit provider (NCRCP16).