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  • Financial Planner - Durban - NedBank

    NedBank
    NedBank Durban

    3 weeks ago

    Nedbank background
    Description
    Financial Planner - Durban

    Location: 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

    • 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.

    Essential Qualifications

    • 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

    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

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