Financial Planner - Western Cape

NedBank; Cape Town; On-site; ZAR 300,000 - 600,000; Full time

Job summary

NedBank is seeking a Financial Planner to join their team in Western Cape, specifically in Vredenburg, Hermanus, and Garden Route. The role involves providing clients with financial expertise and advice tailored to their unique needs. Candidates should possess NQF Level qualifications and have a minimum of 1-5 years of experience in sales. This position requires strong analytical skills and the ability to build trusting relationships with clients.

Qualifications

• NQF Level qualification needed: Matric and Diploma required.
• Certificate in Financial Planning preferred.
• 1-5 years of experience in sales is necessary.

Responsibilities

• Analyze clients’ financial statuses to develop a personalized financial plan.
• Assist clients in implementing their financial plans and reviewing portfolios.
• Maintain up-to-date knowledge of financial products and regulations.

Skills

Data analysis

Sales Disposition

Building Trusting Relationships

Energy

Adaptability

Continuous Learning

Education

Matric / Grade 12 / National Senior Certificate

Diploma

Certificate: Financial Planning

Tools

Relevant software and systems knowledge

Job description

Financial Planner - Western Cape

Role Locations: Vredenburg, Hermanus and Garden Route

Job Family Sales and Services Career Stream Sales Leadership Pipeline 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 - NQF Level

• Matric / Grade 12 / National Senior Certificate
• Diploma

Preferred Qualification

Certificate: Financial Planning

Preferred Certifications

FAIS Qualification.

Minimum Experience Level

Role specific / 1 -5 years 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 Knowledge
• Business principles
• Business terms and definitions
• Governance, Risk and Controls

Behavioural Competencies

• Sales Disposition
• Building Trusting Relationships
• Energy
• Adaptability
• Continuous Learning

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Please contact the Nedbank Recruiting Team at [phone]