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Financial Planner - Gauteng Regions

Financial Planner - Gauteng Regions

NedbankZA
30+ days ago
Job description

Job title : Financial Planner - Gauteng Regions

Job Location : Gauteng,

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 - 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

  • 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
  • Accounting / Financial Services  jobs
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    Financial Planner • ZA