Product Specialist (financial Advisory)

Johannesburg, GP, ZA, South Africa

Job Description

Job Classification


Job Requisition: 139101 TA Specialist: Refilwe Falatsi Closing Date: 4 August 2025 Location: 135 Rivonia Campus, Sandown Cluster: Personal and Private Banking | Private and Wealth | Investments Please Note: Preference will be given to applicants from Underrepresented Groups

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 - NQF Level
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, including but are not limited to Unit Trusts, Long-Term insurance products and other Investments.

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

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Job Detail

  • Job Id
    JD1471288
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Johannesburg, GP, ZA, South Africa
  • Education
    Not mentioned