Permanent Financial Planner | Nedbank Vacancies
Job Description
Nedbank Vacancies – Financial Planner (Polokwane)
Location: Pietersburg, Limpopo
Company: Nedbank
Job Type: Permanent
Job Sector: Finance
Financial Planner – Nedbank (Polokwane)
Requisition Number: 133877
Business Unit: Nedbank Financial Planning
Location: Polokwane
Job Purpose:
To provide expert financial and wealth creation advice to Nedbank clients, ensuring Nedbank remains the premier banking destination.
Job Responsibilities:
- Analyze clients’ financial statuses to assess expenses, income, insurance coverage, objectives, tax status, and risk tolerance for tailored financial planning.
- Recommend financial solutions and strategies aligned with clients’ long-term goals.
- Guide clients in implementing financial plans and executing transactions.
- Conduct regular reviews of client portfolios to adjust plans based on life changes or economic shifts.
- Stay updated on industry regulations, financial products, and best practices.
- Develop, present, and refine financial plans for individuals and legal entities.
- Maintain expertise in approved products and services, continuously improving industry knowledge.
- Ensure full compliance with financial industry and bank regulations.
- Build and sustain a profitable financial planning practice.
- Engage in networking and business events to strengthen client relationships.
Essential Qualifications:
- FSCA-accredited NQF 5 or higher qualification.
- Regulatory Exam for Representatives (RE 5).
Preferred Certifications:
- Certified Financial Planner (CFP) designation or working toward CFP accreditation.
Minimum Experience Level:
- 1–5 years in Financial Planning, Financial Advice, or Sales within Financial Services.
Technical / Professional Knowledge:
- Financial planning tools and systems
- Data analysis
- Banking procedures and regulations
- Industry governance and risk controls
- Business principles and financial terminology
Behavioral Competencies:
- Strong sales orientation
- Relationship-building skills
- High energy and adaptability
- Commitment to continuous learning
Disclaimer:
Preference will be given to candidates from underrepresented groups.
Contact the Nedbank Recruiting Team: +27 860 555 566
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How to Apply
To apply for this position, click the “Apply Now” button or follow the specific instructions provided in the job description. Ensure that your CV and supporting documents are up to date and relevant to the position.
Please note: This job posting may be closed at any time by the employer, either due to internal recruitment policies, legal requirements, or once a suitable candidate has been found. We encourage you to apply as early as possible.
Only shortlisted candidates will be contacted.
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