Financial Planner - Western Cape

Role Locations: Vredenburg, Hermanus and Garden RouteJob FamilySales and ServicesManage 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 ResponsibilitiesAnalyse 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 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 LevelMatric / Grade 12 / National Senior CertificateDiplomaPreferred QualificationPreferred CertificationsFAIS Qualification.Minimum Experience LevelRole specific / 1 - 5 years experience / exposure in salesTechnical / Professional KnowledgeAdministrative procedures and systemsData analysisRelevant software and systems knowledgeRelevant regulatory knowledgeBanking knowledgeBanking proceduresCluster Specific Operational KnowledgeBusiness principlesBusiness terms and definitionsGovernance, Risk and ControlsBuilding Trusting RelationshipsEnergy
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