Financial Planner - Gauteng Regions

nedbank; South Africa; On-site; ZAR 300,000 - 450,000; Full time

Job summary

A leading financial institution seeks a Financial Planner to provide expertise and advice to clients, ensuring their financial success. Responsibilities include analyzing clients' financial situations, developing tailored financial plans, and maintaining strong client relationships. Candidates should have relevant experience and qualifications, including a matric certificate and diploma, along with a solid understanding of the banking and financial sectors.

Qualifications

• 1 - 5 years Financial Planning experience.
• Understanding of industry regulations and compliance.

Responsibilities

• Analyse clients’ financial statuses to develop bespoke financial plans.
• Review clients’ portfolios and plans regularly to customize based on changing needs.
• Assist clients in implementing financial plans and transactions.

Skills

Data analysis

Building Trusting Relationships

Banking knowledge

Education

Matric / Grade 12 / National Senior Certificate

Diploma

Tools

Relevant software and systems knowledge

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.

Essential Qualifications - NQF Level

• Matric / Grade 12 / National Senior Certificate
• Diploma

Preferred Qualification

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

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

For assistance please contact the Nedbank Recruiting Team at [phone]