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147

financial planner jobs

Financial Planner (DAS)
Nedbank —Johannesburg, Gauteng
7h
Financial Planner
SureX Life —Gauteng, Gauteng 1609
- R1 000 - R100 000 a month
- Full-time
Quick Apply
Maintenance Planner
Isanti Glass —Germiston, Gauteng
Quick Apply
1d
Financial Planner
Cirrusfin —Gauteng
Financial Planner - Central 2024
Sanlam —Free State
Financial Planner : BLUE OCEAN PORT ELIZABETH
Sanlam —Port Elizabeth, Eastern Cape
Financial Planner : BLUE OCEAN WILD COAST
Sanlam —East London, Eastern Cape
Planner
Barron —Johannesburg, Gauteng
PURCHASING ADMINISTRATOR (MIDRAND - JHB)
Alligator Manufacturing —Midrand, Gauteng
Quick Apply
6d
Retail Category Planner
DotActiv —Sandton, Gauteng
- R12 000 - R20 000 a year
- Full-time
Quick Apply
Maintenance Planner
PepsiCo —Upington, Northern Cape
- Remote
Location Planner
Studio-88 Group of Companies —Johannesburg South, Gauteng
Quick Apply
2d
Sanlam Financial Adviser: Limpopo 2026
Sanlam —Polokwane, Limpopo
Financial Planner - Avion MOB
Sanlam —Sandton, Gauteng
Planner - Volpes
The Foschini Group —Western Cape
- Full-time
Sanlam Financial Adviser: Mbombela Nelspruit 2026
Sanlam —Nelspruit, Mpumalanga
Financial Planner : Richards Bay & surrounding areas
Sanlam —Richards Bay, KwaZulu-Natal
Senior Database Administrator
kraken —Portugal, Limpopo
- Full-time
- Remote
Financial Planner: Executive Wealth
Sanlam —Soweto, Gauteng
Sanlam Financial Planner Malmesbury
Sanlam —Malmesbury, Western Cape

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Financial Planner (DAS)

Nedbank -
Johannesburg, Gauteng

Apply Now

Job Details

7 hours ago

Full Job Description

Job Classification

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’ portfolio's 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

Certificate: Financial Planning

Essential Certifications

Preferred Certifications

FAIS Qualification.

Minimum Experience Level

Role specific / 1 year experience / exposure in sales

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

Apply Now

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