Financial Planner - Durban
Location: Nedbank Park Square, Cnr Centenary Blvd & Park Avenue, Umhlanga Rocks, Durban.
Job Family: Sales and Services
Career Stream: Sales
Leadership Pipeline: Manage Self: Technical
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' 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.
Display knowledge of approved products and services and continuously up-skill oneself on product and industry development.
Understand the appropriate rules and regulations of the industry and the bank and apply them, maintaining full compliance.
Build 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 Qualification: Certificate: Financial Planning
Preferred Certifications: FAIS Qualification.
Minimum Experience Level: Role specific / 1-5 years experience / 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
Please contact the Nedbank Recruiting Team at +27 860 555 566
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