FINANCIAL PLANNER - WESTERN CAPE

Role Locations: Vredenburg, Hermanus and Garden Route
Job Family
Sales and Services
Career Stream
Sales
Leadership Pipeline
Manage Self: Technical
FAIS Affected
FAIS Affected - Yes

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

-

Essential Qualifications - NQF Level

• Matric / Grade 12 / National Senior Certificate
• Diplom

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 - NQF Level

• Matric / Grade 12 / National Senior Certificate
• Diploma

Preferred Qualification
Certificate: Financial Planning
Preferred Certifications
FAIS Qualification.
Minimum Experience Level
Role specific / 1 -5 years experience / exposure in sales