Job title : Financial Planner (Polokwane)
Job Location : Limpopo, Polokwane
Deadline : November 09, 2024
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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
- Matric
- FAIS Fit & Proper Qualification
- 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
How to Apply for this Offer
Interested and Qualified candidates should Click here to Apply Now
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