Job Classification REQ: 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 Family: Investment Banking
Career Stream: Advisory
Leadership Pipeline: Manage Self: Professional
FAIS Affected Job Purpose To actively contribute to the Nedbank Financial Planning 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 Mentor, supervise and coach Financial Planners to ensure their growth and development aligned with 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. Build talent pipelines of Financial Planners to ensure growth and manage resource risks. Share knowledge and industry trends with team and stakeholders during formal and informal interactions. Ensure compliance with internal processes through developing an understanding of internal procedures. Manage personal and team time management and assist in ensuring effective deal/project management. Track individual and team performance according to set metrics and targets for Financial Planners. Supervise and ensure the development of people resources. Address all admin related responsibilities timeously. Support the achievement of the business strategy, objectives, and values by reviewing Nedbank and Business Unit policies. Build trusted relationships both internally and externally through the delivery of quality outputs and strong communication skills. Provide timely 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 with legislative and Nedbank requirements. Develop and use collaborative relationships to facilitate the accomplishment of work goals. Maintain existing client relationships by respecting and 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. Seek opportunities to improve business processes and systems by identifying and recommending effective ways to operate and add value to Nedbank. Contribute to successful revenue generation through cross-selling and pricing solutions by being an active team member and leader. 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 disciplines to manage all people risks. Ensure regulatory compliance, including 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 Level 5-8 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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