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Nedbank
Financial Planner (Soweto)Nedbank • Soweto, ZA
No longer accepting applications
Financial Planner (Soweto)

Financial Planner (Soweto)

Nedbank • Soweto, ZA
4 days ago
Job description

Job Classification

Financial Planner (Commission only) - Requisition 145728 - Melissa Cloete

Business Unit - Nedbank Financial Planning

Location - Soweto, Johannesburg

Closing Date - 8 May 2026

Employment Equity Statement: Preference will be given to applicants from Underrepresented Groups

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.

Please note: This is a Commission only role

Essential Qualifications - NQF Level

  • Matric / Grade 12 / National Senior Certificate
  • Diploma

Preferred Qualification

Certificate: Financial Planning

Essential Certifications

  • FAIS representative and preferably a Key Individual

Preferred Certifications

FAIS NQF 5 Qualification

Minimum Experience Level

2 years experience as an Executive Financial Planner with proven 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 +27 860 555 566

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Financial Planner (Soweto) • Soweto, ZA

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