Financial Planner - Gauteng Regions

Nedbank; eMalahleni; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial services provider in Mpumalanga is seeking a Financial Advisor to provide expertise and guidance in wealth creation. This role involves analyzing clients' financial situations and developing tailored financial plans. The ideal candidate has 1-5 years of experience in financial planning and will assist clients in implementing their strategies. Knowledge of banking procedures and regulatory environments is crucial.

Qualifications

• 1 - 5 years Financial Planning experience required.
• Technical knowledge in relevant software and systems is essential.
• Understanding of governance, risk and controls is mandatory.

Responsibilities

• Provide financial expertise to clients.
• Analyze clients' financial statuses to develop customized financial plans.
• Assist clients in implementing financial plans and review their portfolios regularly.

Skills

Financial Planning

Data Analysis

Regulatory Knowledge

Banking Knowledge

Education

Matric / Grade 12 / National Senior Certificate

Diploma

Job description

Job Responsibilities

To provide financial expertise and wealth creation advice to Nedbank clients in order to make Nedbank the great place to bank.

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. Display 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. Build 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 Minimum Experience Level Role specific / 1 - 5 years Financial Planning experience 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

Authorised financial services and registered credit provider (NCRCP16).

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Contact

For assistance please contact the Nedbank Recruiting Team at

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