Executive Financial Planner

Standard Bank Group; Wes-Kaap; On-site; ZAR 500,000 - 800,000; Full time

Job summary

A leading financial services group in South Africa is seeking a Financial Planner to provide comprehensive financial solutions to affluent clients. The role involves building strong client relationships and delivering integrated advice, compliant with regulatory standards. Ideal candidates will have a National Diploma in Finance or Financial Planning and 3-5 years of relevant experience in the industry.

Qualifications

• Minimum of 120 FAIS-recognised credits.
• Regulatory Examination Level 5 (RE5) is essential.
• 3-5 years’ experience in holistic financial planning.

Responsibilities

• Provide holistic financial planning solutions to high-value clients.
• Build trusted client relationships and ensure advisory compliance.
• Collaborate with internal specialists for integrated advice.

Skills

Financial Acumen

Financial Analysis

Interpreting Financial Statements

Education

National Diploma in Finance or Financial Planning

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 comprehensive and compliant financial planning solutions to high-value clients across Private Banking Signature, Premium, and Commercial Banking, addressing their complex financial needs through holistic advice aligned to the Money Management & Advisory (MMA) value proposition.

Key Responsibilities:

• Provide holistic financial planning to affluent clients, addressing investment, retirement, risk, and estate planning needs.
• Build trusted client relationships and work collaboratively with internal specialists and bankers to deliver integrated advice.
• Ensure all advisory activity is compliant with regulatory standards, governance requirements, and best practice frameworks.
  
  

Qualifications

• National Diploma (NQF Level 6) or higher in Finance, Financial Planning, or a related field
• A minimum of 120 FAIS-recognised credits, in line with FSCA regulatory requirements
• Regulatory Examination Level 5 (RE5) – essential
  
  

Experience & Regulatory Requirements

• 3–5 years’ experience in holistic financial planning, delivering tailored estate, retirement, investment, and business assurance solutions to high-value clients.
• Skilled in analysing complex portfolios, conducting financial and estate needs assessments, and creating bespoke proposals aligned to client goals and regulations.
• Experienced in collaborating with specialists (Fiduciary, Credit, Legal) and product providers including Liberty, STANLIB, Melville Douglas, and Offshore teams.
• Proven ability to manage client relationships through regular reviews, ensure compliance with FAIS, FICA, KYC, and use digital platforms for portfolio management.
• RE5 Regulatory Examination completed and fully compliant with FAIS Fit and Proper requirements, operating independently without supervision.
  
  

Additional Information

Behavioural Competencies:

• Articulating Information
• Convincing People & Establishing Rapport
• Examining Information & Developing Expertise
• Following Procedures
• Interpreting Data
• Upholding Standards
  
  

Technical Competencies:

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