Nedbank Financial Planner Jobs in South Africa

Nedbank Financial Planner Jobs in South Africa

Job Purpose

To provide financial expertise and wealth creation advice to Nedbank clients in order to make Nedbank the great place to bank. Offering appropriate financial Planning for the well-being of the bank's clients, whilst maintaining the interests of the bank. To add value to a customer base via the provision of appropriate financial advice and selling appropriate financial products to customers, thereby meeting the clients unique financial needs.

Job Responsibilities

Meet FP targets as stipulated by Nedbank.

Facilitates intra branch referrals by building mutually beneficial relationships with other business units.

To establish a new business pipeline through marketing; lead generation and tracking.

Ensure that the structured financial solutions meet clients' identified needs to get approval/acceptance from the client.

Ensure the Record of Advice and other relevant documentation are prepared to propose implementation.

Complete assessments to comply with Nedbank and FAIS regulations..

Review client solutions on dates agreed on Record of Advice.

Financial Planners are not to be under supervision.

FAIS Affected

FAIS Affected - Yes

Essential Qualifications - NQF Level

Matric /

Grade 12 / National Senior Certificate

Diploma

Preferred Qualification

Certificate: Financial Planning

Preferred Certifications

FAIS Qualification.

Minimum Experience Level

1-2 years working experience as a Financial Planner within the Banking/Financial Services Industry.

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

How to Apply

For more information and job application details, see; Nedbank Financial Planner Jobs in South Africa

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