Planner, Financial

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

Job summary

A prominent banking institution in Vanderbijlpark is seeking a financial advisor to provide estate planning and financial advice to its Private and Business Banking clients. The ideal candidate should have a diploma and 3-5 years of experience in a sales environment, as well as a strong understanding of various financial products. This full-time position does not require remote work.

Qualifications

• Minimum 3-5 years of experience in a sales environment specifically for banking and insurance.
• Understanding of Long Term insurance products.
• Ability to work with no supervision.

Responsibilities

• Provide financial and estate planning advice to clients.
• Solve complex financial needs for 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

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