Tax Compliance Officer

Measured Ability; Oos-Kaap; On-site; ZAR 300,000 - 600,000; Full time

Job summary

Join a forward-thinking company as a Financial Planner, where you will provide expert financial advice and create tailored wealth strategies for clients. This role involves analyzing financial statuses, suggesting solutions, and maintaining client portfolios to adapt to changing needs. You will work in a dynamic environment, building trusting relationships while ensuring compliance with industry regulations. If you're passionate about finance and eager to help clients achieve their financial goals, this is the perfect opportunity for you to make a significant impact.

Qualifications

• 1-5 years of financial planning experience is essential.
• FSCA qualification is mandatory for this role.

Responsibilities

• Analyse clients' financial statuses to develop bespoke financial plans.
• Assist clients in implementing their financial plans and transactions.

Skills

Data analysis

Sales Disposition

Building Trusting Relationships

Adaptability

Continuous Learning

Education

Matric / Grade 12 / National Senior Certificate Diploma

FSCA Qualification

Certificate in Financial Planning

Tools

Relevant software and systems knowledge

Job description

Financial Planner - Gauteng Locations for Gauteng Region: Gauteng Centurion, Nelspruit, Welkom, Bethlehem, Polokwane, Witbank, Middelburg, Thohoyandou, Hazyview

Job Family: Sales and Services

Career Stream: Sales

Leadership Pipeline: Manage Self: Technical

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

1. 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.
2. Examine and suggest financial solutions and strategies for the financial plan (plan for life).
3. Assist clients in implementing their plans and carry out financial transactions.
4. 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.
5. Maintain updated knowledge of regulations, practices and financial products in order to maintain fit and proper status.
6. Demonstrate an understanding of structuring, presenting and reviewing financial plans to individuals and legal entities.
7. Display knowledge of approved products and services and continuously up-skill oneself on product and industry development.
8. Understand the appropriate rules and regulations of the industry and the bank and apply them, maintaining full compliance.
9. Build a sustainable and profitable practice.
10. Participate and attend all business engagements to build and strengthen relationships.

Essential Qualifications

NQF Level: Matric / Grade 12 / National Senior Certificate Diploma

Essential Qualification: FSCA Qualification is essential

Preferred Qualification: Certificate: Financial Planning

Minimum Experience Level

Role specific / 1 - 5 years Financial Planning experience

Technical / Professional Knowledge

1. Administrative procedures and systems
2. Data analysis
3. Relevant software and systems knowledge
4. Relevant regulatory knowledge
5. Banking knowledge
6. Banking procedures
7. Cluster Specific Operational Knowledge
8. Business principles
9. Business terms and definitions
10. Governance, Risk and Controls

Behavioural Competencies

1. Sales Disposition
2. Building Trusting Relationships
3. Energy
4. Adaptability
5. Continuous Learning

Please contact the Nedbank Recruiting Team at