Financial Planner Western Cape

Cape Town, Western Cape, South Africa

Job Description


Financial Planner - Western CapeRole Locations: Vredenburg, Hermanus and Garden RouteJob FamilySales and ServicesCareer StreamSalesLeadership PipelineManage Self: TechnicalFAIS AffectedFAIS Affected - YesJob PurposeTo 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 QualificationCertificate: Financial PlanningPreferred CertificationsFAIS Qualification.Minimum Experience LevelRole specific / 1 -5 years experience / exposure in salesTechnical / 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
Please contact the Nedbank Recruiting Team at +27 860 555 566If you can't find the job you're looking for, activate job alerts to be one of the first to know when new positions open up.

Nedbank

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Job Detail

  • Job Id
    JD1351941
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Cape Town, Western Cape, South Africa
  • Education
    Not mentioned