Job Description

Job ClassificationREQ: 135434 -Melissa Cloete
Closing Date: 04 October 2024
Division: Wealth Management South Africa: Nedbank Financial Planning (NFP)Location - Cape Town
Employment Equity Statement: Preference will be given to individuals from underrepresented groups.Job FamilyInvestment BankingCareer StreamAdvisoryLeadership PipelineManage Self: ProfessionalFAIS AffectedJob PurposeTo actively contribute to the NFP strategy and business objectives, revenue generation and growth, mandate implementation, team development, management and client relationship building to generate sustainable revenue streams for WMSA.Job Responsibilities

• To mentor, supervise and coach Financial Planners to ensure their growth and development to ensure that they conduct is aligned to the required regulatory and business requirements.
• Identify training courses and career progression for self and team through input and feedback from management and personal observation.
• Ensure all personal and team development plan activities are completed within specified timeframe.
• Building talent pipelines of Financial Planners to ensure growth and managed resource risks.
• Share knowledge and industry trends with team and stakeholders during formal and informal interaction.
• Ensure compliance with internal processes through developing an understanding of internal procedures.
• Ensure personal and team time management and assist in ensuring effective deal/project management.
• Manage and track individual and team performance according to the set metrics and targets for Financial Planners.
• Supervise and ensure the development of people resources.
• Ensure that all admin related responsibilities are timeously addressed.
• Support the achievement of the business strategy; objectives and values by reviewing Nedbank and Business Unit policies.
• BuiId trusted and strong relationships both internally and externally through delivery of good quality workout puts and strong communication skills.
• Ensure provision of timeous resolutions for internal and external stakeholders by addressing specific client and advice related queries.
• Ensure that advice provided on behalf of WMSA is accurate and aligned to legislative and Nedbank requirements.
• Developing and using collaborative relationships to facilitate the accomplishment of work goals.
• Maintain existing client relationships by respecting and assisting in enhancing the relationship.
• Contribute to a culture conducive to the achievement of transformation and development goals by participating in Nedbank Culture building initiatives (e.g. staff surveys etc.).
• Participate in and support corporate responsibility initiatives for the achievement of business strategy.

Job Responsibilities Continue

• Seek opportunities to improve business processes and systems by identifying and recommending effective ways to operate and adding value to Nedbank.
• Contribute towards the successful revenue generation through cross selling and pricing solutions by being an active team member and leader.
• Contribute towards the successful implementation of pricing and solutions and ensuring that our advice is correctly and competitively priced.
• Ensure accuracy and validity of client information by interrogating assumptions and commerciality of information provided.
• Maintain competency through keeping up to date with industry trends and legislation.
• Ensure effective time management by managing turnaround times.
• Maintain effective oral and written communication.
• Focus on innovative client solutions and problem solving by showing initiative; creative thinking and drawing from previous experience.
• Build skills and talent pipeline via effective team management across the disciplines to manage all people risks
• Ensuring Regulatory compliance, this includes but not limited to Market conduct, governance and legal.

Essential Qualifications

• Matric / Grade 12 / National Senior Certificate
• Professional Qualifications / Honour's Degree
• Relevant RE1 and 5 and Key Individual qualifications (CAT 1) and CFP (or working towards)

Essential Certifications

• Certified Financial Planner (CFP)
• FAIS Qualification Regulatory Examinations 1 Qualification

Minimum Experience Level5-8 years relevant Financial Planning experience.3-5 years managing a team of Financial Planners.Technical / Professional Knowledge

• Governance, Risk and Controls
• Industry trends
• Microsoft Office
• Principles of financial management
• Principles of project management
• Relevant regulatory knowledge
• Relevant software and systems knowledge
• Research methodology
• Decision-making process
• Cluster Specific Operational Knowledge

Behavioural Competencies

• Adaptability
• Coaching
• Communication
• Initiating Action
• Work Standards
• Managing Work
• Technical/Professional Knowledge and Skills

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