Executive Financial Planner

Standard Bank Group; Johannesburg; On-site; ZAR 300,000 - 600,000; Part time

Job summary

An innovative financial services group is seeking a dedicated professional to join their team as a part-time advisor. In this role, you will provide tailored financial and estate planning advice to a diverse clientele, helping them navigate their complex financial needs. This position offers the opportunity to work alongside talented professionals in a dynamic environment focused on creating growth in Africa. If you have a passion for finance and a desire to make a meaningful impact, this could be the perfect opportunity for you.

Qualifications

• 3-5 years' experience in sales, especially in banking and insurance.
• Understanding of long-term insurance products is essential.

Responsibilities

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

Skills

Financial Acumen

Financial Analysis

Legal Compliance

Interpreting Financial Statements

Education

NQF level 7 Qualification (Advanced Diploma OR Degree)

Qualification aligned with FAIS and FSCA requirements

Job description

Get AI-powered advice on this job and more exclusive features.

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

• 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 bank's products, processes, and systems
• No Supervision required

Technical Competencies:

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

Seniority level

Mid-Senior level

Employment type

Part-time

Job function

Finance and Sales