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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...
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.
Administration
Compliance
In order to provide quality advice to a client, a financial planner must be suitably qualified. Compliance documents are stored on an external NFP server. These documents Details actions with the client and the reasons / decisions in choosing a product. The client signs these documents which lists the full disclosure in terms of charges and commissions.
Sales and Leads
Training
Relationship Building
Essential Qualifications
Preferred Qualifications
Certifications
Job Related Experience
Required Industry Acumen
Compliance/Legislative requirements
Travel requirements
NB: Preference will be given to applicants from designated groups in line with Nedbank's policies.
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