Financial Planner (Polokwane)

Nedbank Private WealthPolokwane, Limpopo, South Africa

30+ days ago

Job description

Overview

Job Purpose : To provide financial expertise and wealth creation advice to Nedbank clients in order to make Nedbank the great place to bank.

Requisition Details

REQ :
Business Unit : Nedbank Financial Planning
Location : Polokwane and Bethlehem
Job Family : Sales and Services
Career Stream : Sales
Leadership Pipeline : -
Manage Self : Technical
FAIS Affected : Yes
Employment Type : Full Time
Experience : years
Vacancy : 1

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 portfolios 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 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

Disclaimer

Preference will be given to candidates from the underrepresented groups

Please contact the Nedbank Recruiting Team at

Key Skills

Estate Law,Trusts,Wealth Management,Financial Services,Financial Concepts,Microsoft Outlook,Microsoft Powerpoint,Securities Law,Financial Analysis,Budgeting,Financial Planning,Wills

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Financial Planner • Polokwane, Limpopo, South Africa

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