Executive Financial Planner

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

Job summary

A leading financial institution, Standard Bank Group, is seeking a Financial Planner in Johannesburg to deliver customized financial planning solutions. The role requires strong financial knowledge, experience in sales, and the ability to work independently. Candidates should hold an NQF level 7 qualification and be well-versed in banking products and regulations.

Qualifications

• 3-5 years' experience in a sales environment, specifically in banking and insurance.
• Must align with FAIS and FSCA requirements.
• Ability to work independently without supervision.

Responsibilities

• Provide holistic financial planning solutions to clients.
• Implement procedures for risk and estate planning.
• Understand and offer local and offshore investment solutions.

Skills

Negotiating

Understanding regulations

Strong Financial Planning knowledge

Education

NQF level 7 Qualification (Advanced Diploma OR Degree)

Job description

To grow your financial planning business within Standard Bank by providing holistic planning solutions to Private & Business Banking clients through tailor made solutions as well as provide solutions with respect to estate planning, risk planning, business assurance and both local and offshore investments.QualificationsNQF level 7 Qualification (Advanced Diploma OR Degree) credits or Qualification aligned with FAIS and FSCA requirementsRE 5 : RepresentativesExperience3-5 years' experience in a sales environment, specifically intermediary services for banking and insurance categories.Understand Long Term insurance productsUnderstand the banks products, processes and systemsNo Supervision requiredAdditional InformationNegotiatingAccurately interpreting dataImplementing procedureUnderstanding regulationsWell and professional presentationStrong Financial Planning technical knowledgeSeniority levelMid-Senior levelEmployment typeFull-timeJob functionFinance and Sales

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Financial Planner • Johannesburg, Gauteng