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  • Posted: Aug 21, 2017
    Deadline: Not specified
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    Nedbank Group Limited is a bank holding company that operates as one of the four largest banking groups in South Africa. The company's shares have been listed on the JSE Limited since 1969. The group offers a wide range of wholesale and retail banking services through four main business clusters, namely Nedbank Corporate and Investment Banking, Nedbank Retai...
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    Financial Planner

    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
    • Remuneration
    • Commission only

    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

    NB: Preference will be given to applicants from designated groups in line with Nedbank's policies.

    Method of Application

    Interested and qualified? Go to Nedbank on www.linkedin.com to apply

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