Financial Planner (Polokwane)

Requisition Details & Talent Acquisition Contact

REQ: 133877

Business Unit: Nedbank Financial Planning

Location: Polokwane and Bethlehem

Job Family

Career Stream

Leadership Pipeline

FAIS Affected

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

• FSCA accredited Qualification  NQF 5 or higher
• Regulatory Exam for Representatives (RE 5)

Preferred Certifications

• A registered Certified Financial Planner (CFP), or working toward becoming a Certified Financial Planner

Minimum Experience Level

• 1 – 5 years' experience in Financial Planning / Financial Advice / Sales within Financial Services

Technical / Professional Knowledge

Behavioural Competencies

Disclaimer

Preference will be given to candidates from the underrepresented groups