Financial Planner - (Daveyton and Edenvale) at Nedbank

Job description

Job Purpose

Offering appropriate financial Planning for the well-being of the bank's clients, whilst maintaining the interests of the bank. To add value to a customer base via the provision of appropriate financial advice and selling appropriate financial products to customers, thereby meeting the clients unique financial needs.

Key Performance Areas:

• Sales and Leads
• Meet monthly targets as set out by the Area Manager
• Delivers on daily production standards and adheres to service and quality standards
• Provide excellent face to face and telephonic services to customers
• Facilitates intra branch referrals by building mutually beneficial relationships with other business units.
• To establish a new business pipeline through marketing; lead generation and tracking.
• Personal Effectiveness
• Accepts and lives the company values
• Builds sustainable relationships that enhances the brand.
• Collaborates effectively with others to achieve personal results
• Individually accountable for managing own time; tasks and output quality for periods of one day to 30 days and as long as under Nedbank’s employ.
• Continuously broadens individual skills

Administration

• Maintain accurate client files and client information.
• Maintain and file all customer advice records, alternative product offerings and any other communication between customer and Financial Planner.
• Ensure that client reviews are done as required.

Training

• Product training is provided by product providers.
• A week’s in house systems training is provided.

Minimum Job Requirements

• Computer Literate and own laptop
• 1 years’ experience
• RE 5
• NQF Level skills programme at Level 5
• Business Degree or CFP Qualification
• Certification : Financial Planning Institute

Competencies

• Sales Ability and Financial Planning ( Insurance Products; Investments ; Risks and Retirement)
• Client Focus
• Planning and organising
• Attention to detail
• Gaining Commitment
• Technical Knowledge
• Ownership
• Initiating Action
• Industry Astuteness
• Team work
• Holistic Thinking