Executive, Financial Planner - East London

Standard Bank Group; East London; On-site; ZAR 400,000 - 700,000; Full time

Job summary

A leading financial institution is seeking an Executive, Financial Planner in East London to provide tailored financial and estate planning advice to a diverse clientele. The ideal candidate will possess NQF level 7 qualification, experience in banking and insurance, and a solid understanding of various products. This role aims to address complex financial needs, ensuring high-quality service for all clients.

Qualifications

• NQF level 7 qualification required.
• 120 credits aligned with FAIS and FSCA.
• RE 5 certification needed.

Responsibilities

• Provide financial and estate planning advice to clients.
• Address complex financial needs for private and business banking.
• Understand long-term insurance products and bank processes.

Skills

Sales Skills

Financial Planning

Estate Planning

Product Knowledge

Education

NQF level 7 Qualification (Advanced Diploma OR Degree)

Qualification aligned with FAIS and FSCA requirements

RE 5 : Representatives

Job description

Job title : Executive, Financial Planner - East London

Job Location : Eastern Cape, East London Deadline : July 06, 2025 Quick Recommended Links

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

Experience

• 3-5years' 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