Job ID

138748

Closing Date: 04 April 2025

FAIS Affected Job Purpose

To oversee and provide support with regards to the products and platforms that are covered in the Product Houseview

Job Responsibilities Conduct initial and ongoing product and platform due diligence. Reporting on product and platform penetration, sales, performance, trends and forecasts. Product training and support to the business, including induction, provider training and ongoing awareness. Ongoing competitor analysis and market insights to ensure that there are no gaps in our approved product offering, and that our houseview is comprehensive compared to market. Maintain approved funds and solutions on approved platforms Maintain the product specific training platform and ensure that content gets reviewed, updated and approved on a regular basis. Provide frontline support with product comparison, appropriateness of products, deal-making and structuring. Build and maintain relationships with frontline, product providers and platforms.
  Essential Qualification Relevant Tertiary Qualification Post graduate diploma in Financial Planning Preferred Certifications

CFP Certification

Minimum Experience Level

3 - 5 years relevant experience supporting advisors and financial planners with product support in the areas of Employee Benefits and Umbrella Funds. Including but are not limited to Group RAs, Long-Term insurance products and other group retirement offerings.

Technical / Professional Knowledge Communication Strategies Data analysis Industry trends Principles of financial management Relevant regulatory knowledge Decision-making process Cluster Specific Operational Knowledge Governance, risk and controls Behavioural Competencies Customer Focus Decision Making Facilitating Change Initiating Action Innovation Technical/Professional Knowledge and Skills

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Please contact the Nedbank Recruiting Team at +27 860 555 566