Requisition Details & Talent Acquisition Contact
REQ: #
Business Unit: Nedbank Financial Planning
Location: Polokwane and Bethlehem
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
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-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
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-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
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-Sales Disposition
-Building Trusting Relationships
-Energy
-Adaptability
-Continuous Learning
Disclaimer
Preference will be given to candidates from the underrepresented groups
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the Nedbank Recruiting Team at +27 860 555 566
