Executive, Financial Planner

Standard Bank Group; East London; On-site; ZAR 480,000 - 600,000; Full time

Job summary

A leading Africa-focused financial services group seeks a financial advisor in East London to provide tailored financial and estate planning solutions. The ideal candidate will possess a level 7 qualification, have substantial experience in financial services, and demonstrate strong industry knowledge. You will work independently to meet the diverse needs of private and business banking clients.

Qualifications

• 3-5 years' experience in sales for banking and insurance.
• Understanding of long term insurance products.
• Ability to work under no supervision.

Responsibilities

• Provide financial and estate planning advice to clients.
• Address complex financial needs for various banking clients.

Skills

Financial Acumen

Financial Analysis

Legal Compliance

Education

NQF level 7 Qualification

Job description

Company Description

Standard Bank Group is a leading Africa-focused financial services group, and an innovative player on the global stage, that offers a variety of career-enhancing opportunities – plus the chance to work alongside some of the sector’s most talented, motivated professionals. Our clients range from individuals, to businesses of all sizes, high net worth families and large multinational corporates and institutions. We’re passionate about creating growth in Africa. Bringing true, meaningful value to our clients and the communities we serve and creating a real sense of purpose for you.

Job Description

To provide appropriate financial and estate planning advice to Private and Business Banking Clients (i.e., Private Banking Signature, Premium, Growth and Commercial Banking) in order to solve for their complex financial needs.

Qualifications

Minimum Qualification

• NQF level 7 Qualification (Advanced Diploma OR Degree)
• 120 credits or Qualification aligned with FAIS and FSCA requirements
• RE 5: Representatives
  
  

Experience

• 3-5 years' experience in a sales environment, specifically intermediary services for banking and insurance categories.
• Understand Long Term insurance products
• Understand the banks products, processes and systems
• No Supervision required
  
  

Additional Information

Technical Competencies:

• Financial Acumen
• Financial Analysis
• Financial Industry Regulatory Framework
• Financial Planning
• Interpreting Financial Statements
• Legal Compliance