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- Analyse clients' financial statuses to determine expenses, income, insurance coverage, financial objectives, tax status, risk tolerance or other information needed for a bespoke financial plan.
- Examine and suggest financial solutions and strategies for the financial plan.
- Assist clients in implementing plans and carrying out financial transactions.
- Review clients' portfolios and plans on a regular basis to customize plans according to clients' changing life or economic circumstances, needs and requirements.
- Maintain updated knowledge of regulations, practices and financial products to maintain fit and proper status.
- Demonstrate understanding of structuring, presenting and reviewing financial plans to individuals and legal entities.
- Display knowledge of approved products and services and continuously up-skill oneself on product and industry development.
- Understand rules and regulations of the industry and the bank and the application thereof, maintaining full compliance.
- Build a sustainable and profitable practice.
- Participate and attend business engagements to build and strengthen relationships.
- Matric / Grade 12 / National Senior Certificate
- Diploma
- 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
- Sales Disposition
- Building Trusting Relationships
- Energy
- Adaptability
- Continuous Learning
Financial Planner - Durban - NedBank

Description
Financial Planner - DurbanLocation: Nedbank Park Square, Cnr Centenary Blvd & Park Avenue, Umhlanga Rocks.
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 to make it the great place to bank.
Job Responsibilities
Essential Qualifications
Preferred Qualification
Certificate: Financial Planning
Preferred Certifications
FAIS Qualification
Minimum Experience Level
Role specific / 1- 5 years experience / exposure in sales
Technical / Professional Knowledge
Behavioural Competencies
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