Financial Planner - Western Cape Role Locations: Vredenburg, Hermanus and Garden Route 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.
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
