Executive Financial Planner

Standard Bank Group; Gauteng; On-site; ZAR 300 000 - 500 000; Full time

Job summary

A leading financial services institution in Gauteng is seeking a financial advisor to provide in-depth financial and estate planning advice to Private and Business Banking clients. The ideal candidate will possess an NQF level 7 qualification and have 3-5 years of sales experience in banking or insurance. This role requires a strong understanding of financial products and processes, and the ability to operate without supervision.

Qualifications

• Minimum qualification aligned with FAIS and FSCA requirements.
• 3-5 years’ experience in a sales environment.
• No supervision required.

Responsibilities

• Provide financial and estate planning advice to clients.
• Solve complex financial needs for Private and Business Banking Clients.

Skills

Financial Acumen

Financial Analysis

Understanding Long Term Insurance Products

Interpreting Financial Statements

Legal Compliance

Education

NQF level 7 Qualification (Advanced Diploma OR Degree)

Job description

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) credits or Qualification aligned with FAIS and FSCA requirements

Experience

• 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.

Technical Competencies

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

Career

Are you passionate about Africa’s potential?

Are you driven to win?

At Standard Bank Group, a team of over

• dedicated individuals share one common purpose: Africa is our home, we drive her growth.

We believe our people are our greatest asset, and we strive to create a thriving environment where you can bring your whole self to work, pursue your dreams, and see your ideas shape a brighter future for Africa.

Join us, if you’re ready to turn your passion into impact and make a real difference as part of a dynamic team.

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