Financial Planner (Polokwane)

Nedbank; Polokwane; On-site; ZAR 300 000 - 450 000; Full time

Job summary

A leading financial institution in Polokwane seeks a Financial Planner to provide financial expertise and wealth creation advice. Responsibilities include analyzing clients' financial statuses and reviewing their portfolios regularly. Essential qualifications include an FSCA accredited NQF 5 or higher, and RE 5. The ideal candidate has 1-5 years of relevant experience in financial planning and is working towards becoming a Certified Financial Planner. The role may require participation in various business engagements.

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

• Analyse clients’ financial statuses to develop bespoke financial plans.
• Review clients' portfolios and plans on a regular basis.
• Assist clients in implementing their financial plans.

Skills

Sales Disposition

Building Trusting Relationships

Energy

Adaptability

Continuous Learning

Education

FSCA accredited Qualification NQF 5 or higher

Regulatory Exam for Representatives (RE 5)

Tools

Data analysis

Relevant software and systems knowledge

Job description

Job title : Financial Planner (Polokwane)

Job Location : Limpopo, Polokwane

Deadline : October 19, 2025

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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

• FSCA accredited Qualification NQF 5 or higher
• 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 knowledgeRelevant 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
• Accounting / Financial Services jobs