Planner, Financial

Standard Bank Group; Johannesburg; On-site; ZAR 450 000 - 600 000; Full time

Job summary

A leading African financial services group is seeking a Financial Advisor in Johannesburg to provide financial and estate planning advice to Private and Business Banking Clients. The ideal candidate should have 3-5 years of experience in a sales environment, particularly in banking and insurance, and a degree or advanced diploma qualification. This is a full-time position offering a chance to work with motivated professionals in a dynamic environment.

Qualifications

• 3-5 years' experience in a sales environment, specifically in banking and insurance.
• Understanding of long-term insurance products and the bank's processes.
• No supervision required.

Responsibilities

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

Education

NQF level 6-7 Qualification (Advanced Diploma OR Degree)

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 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 6-7 Qualification (Advanced Diploma OR Degree)

Credits or Qualification aligned with FAIS and FSCA requirements

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

Behavioural Competencies

• Articulating Information
• Convincing People
• Developing Expertise
• Documenting Facts
• Establishing Rapport
• Examining Information
• Exploring Possibilities
• Following Procedures
• Interacting with People
• Interpreting Data
• Making Decisions
• Managing Tasks
• Producing Output
• Providing Insights
• Seizing Opportunities
• Showing Composure
• Taking Action
• Thinking Positively
• Understanding People
• Upholding Standards

Technical Competencies

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

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Finance and Sales

Location

Johannesburg, Gauteng, South Africa