Financial Planner Career Opportunity at Nedbank in Roodepoort

Nedbank is seeking a dedicated and client-focused Financial Planner to join its dynamic team in Roodepoort. This role offers an exciting opportunity for an individual with a passion for financial advisory to help clients achieve their financial goals through comprehensive planning and expert guidance. As a Financial Planner, you will be instrumental in building lasting relationships, understanding unique client needs, and crafting tailored financial strategies that encompass investments, insurance, and retirement planning. This position is ideal for a professional looking to grow their career within a leading South African financial institution, contributing to both client success and the bank's strategic objectives. You will operate within a supportive environment that encourages continuous learning and professional development, ensuring you remain at the forefront of industry trends and regulatory changes. The role demands a proactive approach to client engagement, a strong ethical compass, and a commitment to delivering exceptional service.

Key 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’ portfolios 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.
• Display 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.
• Build a sustainable and profitable practice by identifying new opportunities and nurturing existing client relationships.
• Participate and attend all business engagements to build and strengthen relationships within the bank and with external partners.

Why Join the Company

How to Apply

* Salary is estimated based on market research and may not be accurate.

• Matric / Grade 12 / National Senior Certificate
• Diploma
• NQF5 FSCA Accredited qualification (essential)
• Certificate: Financial Planning (advantageous)
• FAIS representative and preferably a Key Individual certification
• Minimum 1 year experience as a Financial Planner (Long Term Investments)
• Proven sales experience
• Knowledge of administrative procedures and systems
• Proficiency in data analysis
• Familiarity with relevant software and systems
• Understanding of relevant regulatory knowledge
• Banking knowledge and procedures
• Cluster Specific Operational Knowledge
• Understanding of business principles, terms, and definitions
• Knowledge of Governance, Risk and Controls
• Strong sales disposition
• Ability to build trusting relationships
• High energy levels
• Adaptability to changing circumstances
• Commitment to continuous learning