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Position

Financial Planner (Digital Advisory Services)

Details
Location: 

Johannesburg, ZA

Date:  12 Mar 2025
Reference:  136632

Job Classification

Requisition - 136632 - Melissa Cloete

Cluster - Nedbank Wealth - Nedbank Wealth Management SA Division - Nedbank Financial Planning: Digital Advisory Services

Location - Johannesburg

Closing Date - 9 December 2024

 

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.

Job Responsibilities Continue

People Specification

Essential Qualifications - NQF Level

  • Matric / Grade 12 / National Senior Certificate
  • Diploma

Preferred Qualification

FSCA recognised Qualification

Certificate: Financial Planning

Essential Certifications

    Preferred Certifications

    FAIS Qualification: RE1/RE5

    Certified Financial Planner (highly beneficial)

    Minimum Experience Level

    1 year experience / exposure in Executive Financial Planning or Digital/Virtual Advisory Services

    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

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    Please contact the Nedbank Recruiting Team at +27 860 555 566 

     

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