Planner, Financial

Standard Bank Group; Vanderbijlpark; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial institution in South Africa seeks a qualified Financial Advisor to provide tailored financial and estate planning advice to Private and Business Banking Clients. The ideal candidate will possess an NQF level 6-7 qualification and have 3-5 years of experience in a related sales environment. Key skills include estate law, wealth management, and financial planning. The role is full-time with no remote work permitted.

Qualifications

• 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.

Responsibilities

• Provide appropriate financial and estate planning advice to Private and Business Banking Clients.

Skills

Estate Law

Trusts

Wealth Management

Financial Services

Financial Concepts

Microsoft Outlook

Microsoft Powerpoint

Securities Law

Financial Analysis

Budgeting

Financial Planning

Wills

Education

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

Job description

Overview

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

Type of Qualification

Diploma

Minimum Qualification

• NQF level 6-7 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 banks products processes and systems
• No Supervision required

Additional Information

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

Remote Work

No

Employment Type

Full-time

Key Skills

• Estate Law
• Trusts
• Wealth Management
• Financial Services
• Financial Concepts
• Microsoft Outlook
• Microsoft Powerpoint
• Securities Law
• Financial Analysis
• Budgeting
• Financial Planning
• Wills

Experience: years

Vacancy: 1