Planner, Financial, Executive

Standard Bank Group; Cape Town; Remote; ZAR 200,000 - 300,000; Part time

Job summary

A leading financial institution is seeking a part-time advisor to provide financial and estate planning advice to affluent clients. The role requires a National Diploma in Finance and 120 FAIS-recognised credits. Successful candidates will help build client relationships and ensure compliance with regulatory standards. This position offers the flexibility of remote work.

Qualifications

• A minimum of 120 FAIS-recognised credits in line with FSCA regulatory requirements.
• Regulatory Examination Level 5 (RE5) essential.

Responsibilities

• Provide holistic financial planning to affluent clients.
• Build trusted client relationships with internal specialists.
• Ensure all advisory activity is compliant with regulatory standards.

Skills

Estate Law

Trusts

Wealth Management

Financial Services

Financial Concepts

Microsoft Outlook

Microsoft Powerpoint

Securities Law

Financial Analysis

Budgeting

Financial Planning

Wills

Education

National Diploma (NQF Level 6) in Finance or related field

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.

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

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: Employment Type

Part-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