Financial Planner - Roodepoort

<p><img id="Picture_x0020_1" src="https://rmkcdn.successfactors.com/dd82a348/461743ac-ca78-42fa-8634-a.png" style="height:255.0px;width:600.0px"></p> <div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:18.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px"><b>Job Classification</b></H2> </div><div><p><strong>Requisition </strong>- 146830 - Melissa Cloete</p> <p><strong>Business Unit -</strong> Nedbank Personal and Private Banking; Nedbank Financial Planning (NFP)</p> <p><strong>Location</strong> - Roodepoort, Johannesburg</p> <p><strong>Closing Date</strong> - 24 July 2026</p> <p><strong>Employment Equity Statement - Preference will be given to Applicants from Underrepresented Groups</strong></p></div></div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px">Job Family</H2> </div><div>Sales and Services</div></div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px">Career Stream</H2> </div><div>Sales</div></div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px">Leadership Pipeline</H2> </div><div>Manage Self: Technical</div></div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px">FAIS Affected</H2> </div><div><div>FAIS Affected - Yes</div></div></div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px"><b>Job Purpose</b></H2> </div><div>To provide financial expertise and wealth creation advice to Nedbank clients in order to make Nedbank the great place to bank.</div></div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px"><b>Job Responsibilities</b></H2> </div><div><ul type="disc"> <li>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.</li> <li>Examine and suggest financial solutions and strategies for the financial plan (plan for life).</li> <li>Assist clients in implementing their plans and carry out financial transactions.</li> <li>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.</li> <li>Maintain updated knowledge of regulations, practices and financial products in order to maintain fit and proper status.</li> <li>Demonstrate an understanding of structuring, presenting and reviewing financial plans to individuals and legal entities.</li> <li>Displays knowledge of approved products and services and be able to continuously up-skill oneself on product and industry development.</li> <li>Understand the appropriate rules and regulations of the industry and the bank and the application thereof, maintaining full compliance.</li> <li>Building a sustainable and profitable practice.</li> <li>Participate and attend all business engagements to build and strengthen relationships.</li> </ul> </div></div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px">Essential Qualifications - NQF Level</H2> </div><ul style="margin-top:0.0;margin-bottom:0.0"><li>Matric / Grade 12 / National Senior Certificate </li><li>Diploma </li></ul></div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px">Preferred Qualification</H2> </div><div><ul> <li>NQF5 FSCA Accrediated qualification is essential</li> <li>Certificate: Financial Planning - advantageous</li> </ul></div></div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px">Essential Certifications</H2> </div><ul style="margin-top:0.0;margin-bottom:0.0"><li>FAIS representative and preferably a Key Individual </li></ul></div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px">Minimum Experience Level</H2> </div><div><ul> <li>1 year experience as a Financial Planner (Long Term Investments)</li> <li>Proven sales experience</li> </ul></div></div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px"><b>Technical / Professional Knowledge</b></H2> </div><ul style="margin-top:0.0;margin-bottom:0.0"><li>Administrative procedures and systems </li><li>Data analysis </li><li>Relevant software and systems knowledge </li><li>Relevant regulatory knowledge </li><li>Banking knowledge </li><li>Banking procedures </li><li>Cluster Specific Operational Knowledge </li><li>Business principles </li><li>Business terms and definitions </li><li>Governance, Risk and Controls </li></ul></div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px">Behavioural Competencies</H2> </div><ul style="margin-top:0.0;margin-bottom:0.0"><li>Sales Disposition </li><li>Building Trusting Relationships </li><li>Energy </li><li>Adaptability </li><li>Continuous Learning </li></ul></div></div><p style="line-height:18.9px"><img alt="" height="228" src="https://rmkcdn.successfactors.com/dd82a348/61ad7a3f-eb85-4980-a04c-e.jpg" style="height:75.0px;width:600.0px" width="245"></p> <p style="line-height:18.9px">---------------------------------------------------------------------------------------</p> <p style="line-height:18.9px"><span style="color:#006341"><em><b>Please contact the Nedbank Recruiting Team at +27 860 555 566 </b></em></span></p>