{"id":4326,"date":"2012-02-13T09:07:38","date_gmt":"2012-02-13T08:07:38","guid":{"rendered":"https:\/\/joblistsouthafrica.com\/?p=4326"},"modified":"2016-11-21T10:48:16","modified_gmt":"2016-11-21T08:48:16","slug":"nedbank-south-africa-careers-financial-planner-plettenberg-bay","status":"publish","type":"post","link":"https:\/\/joblistsouthafrica.com\/nedbank-south-africa-careers-financial-planner-plettenberg-bay.html","title":{"rendered":"Nedbank South Africa Careers: Financial Planner – Plettenberg Bay"},"content":{"rendered":"

Financial Planner – Plettenberg Bay<\/strong>
\nPlettenberg Bay<\/strong><\/p>\n

Job Purpose:
\n<\/strong>\u2022 Offering appropriate financial Planning for the well-being of the bank’s clients, whilst maintaining the interests of the bank.
\n\u2022 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.<\/p>\n

Key Functions \/ Responsibilities
\nAdministration:<\/strong>
\n\u2022 Maintaining accurate client files.
\n\u2022 All advice (actions, discussions, solutions and amendments) must be in the files.
\nAlternate product offerings are also recorded. Consultations with clients are documented and recorded in their files.
\n\u2022 These files are audited by the Area managers and once a year by Group Risk, therefore accuracy of client information is pivotal.
\n\u2022 Minuting the details of the Telephone calls made to clients.<\/p>\n

Compliance:<\/strong>
\n\u2022 In order to provide quality advice to a client, a financial planner must be suitably qualified.
\n\u2022 Compliance documents are stored on an external NFP server.
\n\u2022 These documents Details actions with the client and the reasons \/ decisions in choosing a product.
\n\u2022 The client signs these documents which lists the full disclosure in terms of charges and commissions.<\/p>\n

Sales and Leads:<\/strong>
\n\u2022 Targets are set by Area Managers and these targets must be achieved monthly based on past performance, and the area.
\n\u2022 Interaction with vital sources within the bank network by passing on leads, i.e. bankers, e-shared services, and Leads Tracker.<\/p>\n

Training:<\/strong>
\n\u2022 Product training is provided. Risk Products: (Life, disability and dread disease).
\n\u2022 Investment Products: (short-term investments, notice deposits, unit trusts, endowments and Tranches (guarantees a return after 5 years), off-shore products, LISPS, estate planning.
\n\u2022 Medical Health is limited to the Business banking planners.<\/p>\n

Relationship Building:
\n<\/strong>\u2022 Maintaining and renewing existing and new relationships with clients.<\/p>\n

Requirements:
\n<\/strong>\u2022 Minimum of an appropriate NQF level skills programme at Level 5.
\n\u2022 30 credits \/ 60 consisting of core unit standards registered by SAQA and quality assured by INSQA
\n\u2022 Matric certificate plus RFP 1 & RFP 2
\n\u2022 Business degree or CFP qualification
\n\u2022 6 months – Long-term insurance cat A
\n\u2022 1 year – Long-term insurance cat B
\n\u2022 1 year – Long-term insurance cat C
\n\u2022 1 year – Retail Pension Benefits
\n\u2022 1 year – Pension Fund Benefits (excl. retail pension benefits)
\n\u2022 1 year – Participatory Interests in collective investment schemes
\n\u2022 2-4 years in a similar role
\n\u2022 Financial Planning Industry – 3 years<\/p>\n

Technical Competencies:<\/strong>
\n\u2022 Insurance product
\n\u2022 Underwriting Criteria
\n\u2022 Risk awareness
\n\u2022 Banking systems understanding
\n\u2022 Microsoft Office Products
\n\u2022 Industry astuteness
\n\u2022 Spotlight<\/p>\n

Behavioral Competencies:<\/strong>
\n\u2022 Rule Orientation
\n\u2022 Personal Impact
\n\u2022 Client Centricity
\n\u2022 Verbal Communication
\n\u2022 Planning and organising
\n\u2022 Building Relationships
\n\u2022 Team work
\n\u2022 Information Monitoring
\n\u2022 Holistic Thinking
\n\u2022 Information Monitoring
\n\u2022 Attention to Detail<\/p>\n

While all applications will be considered, the BU’s Employment Equity Strategy will be taken into account.<\/p>\n

In line with Ned bank\u2019s commitment to diversifying its workplace, preference will be given to suitable candidates from designated groups. People with disabilities are encouraged to apply.<\/strong><\/p>\n

Apply here:<\/p>\n

https:\/\/www.jonti.co.za\/?cladv=NED16004A<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

Financial Planner – Plettenberg Bay Plettenberg Bay Job Purpose: \u2022 Offering appropriate financial Planning for the well-being of the bank’s clients, whilst maintaining the interests of the bank. \u2022 To…..<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"jetpack_post_was_ever_published":false,"_jetpack_newsletter_access":"","_jetpack_newsletter_tier_id":0,"footnotes":"","jetpack_publicize_message":"","jetpack_is_tweetstorm":false,"jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":false,"jetpack_social_options":{"image_generator_settings":{"template":"highway","enabled":false}}},"categories":[5,57],"tags":[1687],"jetpack_publicize_connections":[],"yoast_head":"\nNedbank South Africa Careers: Financial Planner - Plettenberg Bay - Jobs in South Africa 2023<\/title>\n<meta name=\"description\" content=\"Financial Planner - Plettenberg Bay Plettenberg Bay Job Purpose: \u2022 Offering appropriate financial Planning for the well-being of the bank's clients,\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/joblistsouthafrica.com\/nedbank-south-africa-careers-financial-planner-plettenberg-bay.html\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Jobs sa\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/joblistsouthafrica.com\/nedbank-south-africa-careers-financial-planner-plettenberg-bay.html\",\"url\":\"https:\/\/joblistsouthafrica.com\/nedbank-south-africa-careers-financial-planner-plettenberg-bay.html\",\"name\":\"Nedbank South Africa Careers: Financial Planner - Plettenberg Bay - Jobs in South Africa 2023\",\"isPartOf\":{\"@id\":\"https:\/\/joblistsouthafrica.com\/#website\"},\"datePublished\":\"2012-02-13T08:07:38+00:00\",\"dateModified\":\"2016-11-21T08:48:16+00:00\",\"author\":{\"@id\":\"https:\/\/joblistsouthafrica.com\/#\/schema\/person\/1e0fa42d4a0d0a2ccbfb26845ef4a02c\"},\"description\":\"Financial Planner - Plettenberg Bay Plettenberg Bay Job Purpose: \u2022 Offering appropriate financial Planning for the well-being of the bank's clients,\",\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/joblistsouthafrica.com\/nedbank-south-africa-careers-financial-planner-plettenberg-bay.html\"]}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/joblistsouthafrica.com\/#website\",\"url\":\"https:\/\/joblistsouthafrica.com\/\",\"name\":\"Jobs in South Africa, Careers, Vacancies | Joblistsouthafrica.com\",\"description\":\"Careers, Vacancies and Jobs in South Africa\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/joblistsouthafrica.com\/?s={search_term_string}\"},\"query-input\":\"required name=search_term_string\"}],\"inLanguage\":\"en-US\"},{\"@type\":\"Person\",\"@id\":\"https:\/\/joblistsouthafrica.com\/#\/schema\/person\/1e0fa42d4a0d0a2ccbfb26845ef4a02c\",\"name\":\"Jobs sa\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/joblistsouthafrica.com\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/769c199fc290317658a6988fabe9d4eb?s=96&d=blank&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/769c199fc290317658a6988fabe9d4eb?s=96&d=blank&r=g\",\"caption\":\"Jobs sa\"}}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Nedbank South Africa Careers: Financial Planner - Plettenberg Bay - Jobs in South Africa 2023","description":"Financial Planner - Plettenberg Bay Plettenberg Bay Job Purpose: \u2022 Offering appropriate financial Planning for the well-being of the bank's clients,","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/joblistsouthafrica.com\/nedbank-south-africa-careers-financial-planner-plettenberg-bay.html","twitter_misc":{"Written by":"Jobs sa","Est. reading time":"2 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/joblistsouthafrica.com\/nedbank-south-africa-careers-financial-planner-plettenberg-bay.html","url":"https:\/\/joblistsouthafrica.com\/nedbank-south-africa-careers-financial-planner-plettenberg-bay.html","name":"Nedbank South Africa Careers: Financial Planner - Plettenberg Bay - Jobs in South Africa 2023","isPartOf":{"@id":"https:\/\/joblistsouthafrica.com\/#website"},"datePublished":"2012-02-13T08:07:38+00:00","dateModified":"2016-11-21T08:48:16+00:00","author":{"@id":"https:\/\/joblistsouthafrica.com\/#\/schema\/person\/1e0fa42d4a0d0a2ccbfb26845ef4a02c"},"description":"Financial Planner - Plettenberg Bay Plettenberg Bay Job Purpose: \u2022 Offering appropriate financial Planning for the well-being of the bank's clients,","inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/joblistsouthafrica.com\/nedbank-south-africa-careers-financial-planner-plettenberg-bay.html"]}]},{"@type":"WebSite","@id":"https:\/\/joblistsouthafrica.com\/#website","url":"https:\/\/joblistsouthafrica.com\/","name":"Jobs in South Africa, Careers, Vacancies | Joblistsouthafrica.com","description":"Careers, Vacancies and Jobs in South Africa","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/joblistsouthafrica.com\/?s={search_term_string}"},"query-input":"required name=search_term_string"}],"inLanguage":"en-US"},{"@type":"Person","@id":"https:\/\/joblistsouthafrica.com\/#\/schema\/person\/1e0fa42d4a0d0a2ccbfb26845ef4a02c","name":"Jobs sa","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/joblistsouthafrica.com\/#\/schema\/person\/image\/","url":"https:\/\/secure.gravatar.com\/avatar\/769c199fc290317658a6988fabe9d4eb?s=96&d=blank&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/769c199fc290317658a6988fabe9d4eb?s=96&d=blank&r=g","caption":"Jobs sa"}}]}},"jetpack_featured_media_url":"","jetpack_sharing_enabled":true,"jetpack_shortlink":"https:\/\/wp.me\/p2C6n7-17M","_links":{"self":[{"href":"https:\/\/joblistsouthafrica.com\/wp-json\/wp\/v2\/posts\/4326"}],"collection":[{"href":"https:\/\/joblistsouthafrica.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/joblistsouthafrica.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/joblistsouthafrica.com\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/joblistsouthafrica.com\/wp-json\/wp\/v2\/comments?post=4326"}],"version-history":[{"count":0,"href":"https:\/\/joblistsouthafrica.com\/wp-json\/wp\/v2\/posts\/4326\/revisions"}],"wp:attachment":[{"href":"https:\/\/joblistsouthafrica.com\/wp-json\/wp\/v2\/media?parent=4326"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/joblistsouthafrica.com\/wp-json\/wp\/v2\/categories?post=4326"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/joblistsouthafrica.com\/wp-json\/wp\/v2\/tags?post=4326"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}