Financial Planner at Nedbank

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


Certificate: Financial Planning


Essential Certifications



Preferred Certifications


FAIS Qualification.


Minimum Experience Level


1 year experience as a Financial Planner / exposure in Commercial would be highly beneficial