Financial Planner (Digital Advisory Services)

Welcome to the Latest Job Vacancies Site 2025 and at this time we would like to inform you of the Latest Job Vacancies from the Nedbank with the position of Financial Planner (Digital Advisory Services) - Nedbank which was opened this.

If this job matches your qualifications, please send your application directly through our latest Job site. Indeed, every job is not easy to apply because it must meet several qualifications and requirements that we must meet in accordance with the standard criteria of the Company who are looking for potential candidates to work. Good job information Financial Planner (Digital Advisory Services) - Nedbank below matches your qualifications. Good Luck: D

Job Classification Requisition - 136632 - Melissa Cloete Cluster - Nedbank Wealth - Nedbank Wealth Management SA Division - Nedbank Financial Planning: Digital Advisory Services Location - Johannesburg Closing Date - 9 December 2024 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 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 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.
• 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.

Job Responsibilities Continue People Specification Essential Qualifications - NQF Level

• Matric / Grade 12 / National Senior Certificate
• Diploma

Preferred Qualification FSCA recognised Qualification Certificate: Financial Planning Essential Certifications Preferred Certifications FAIS Qualification: RE1/RE5 Certified Financial Planner (highly beneficial) Minimum Experience Level 1 year experience / exposure in Executive Financial Planning or Digital/Virtual Advisory Services 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

- Please contact the Nedbank Recruiting Team at +27 860 555 566

Information :

• Company : Nedbank
• Position : Financial Planner (Digital Advisory Services)
• Location : Johannesburg, Gauteng
• Country : ZA

How to Submit an Application:

After reading and knowing the criteria and minimum requirements for qualifications that have been explained from the Financial Planner (Digital Advisory Services) job info - Nedbank Johannesburg, Gauteng above, thus jobseekers who feel they have not met the requirements including education, age, etc. and really feel interested in the latest job vacancies Financial Planner (Digital Advisory Services) job info - Nedbank Johannesburg, Gauteng in 2025-03-18 above, should as soon as possible complete and compile a job application file such as a job application letter, CV or curriculum vitae, FC diploma and transcripts and other supplements as described above, in order to register and take part in the admission selection for new employees in the company referred to, sent via the Next Page link below.