Financial Planner (Nelspruit)

nedbank; Mbombela; On-site; ZAR 200,000 - 400,000; Full time

Job summary

A leading financial institution in Mpumalanga, Mbombela, seeks a Financial Planner to provide expertise and advice to clients. Responsibilities include analysing financial statuses, developing custom financial plans, and maintaining compliance with regulations. Candidates should have Matric, relevant certifications, and 1-5 years of experience in financial planning. This role offers an opportunity to build strong client relationships and grow a sustainable practice.

Qualifications

• 1 – 5 years' experience in Financial Planning / Financial Advice / Sales within Financial Services.
• A registered Certified Financial Planner (CFP), or working toward becoming a Certified Financial Planner.

Responsibilities

• Provide financial expertise and wealth creation advice.
• Analyse clients’ financial statuses to develop bespoke financial plans.
• Assist clients in implementing their financial plans.
• Review clients’ portfolios regularly to update financial plans.
• Maintain updated knowledge of regulations and financial products.

Skills

Financial Planning

Data analysis

Building Trusting Relationships

Regulatory knowledge

Sales skills

Education

Matric

Regulatory Exam for Representatives (RE 5)

Tools

Relevant software and systems knowledge

Job description

REQ: 133879

Closing Date: 27 May 2024

Job Family

Sales and Services

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

• Matric
• Regulatory Exam for Representatives (RE 5)

Preferred Certifications

• A registered Certified Financial Planner (CFP), or working toward becoming a Certified Financial Planner

Minimum Experience Level

• 1 – 5 years' experience in Financial Planning / Financial Advice / Sales within Financial Services

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

Disclaimer

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).

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