Planner Financial Executive

Standard Bank Group; Johannesburg; On-site; ZAR 500,000 - 800,000; Full time

Job summary

A leading financial institution seeks a financial advisor to provide tailored financial and estate planning advice to clients. Candidates must hold an NQF level 5 qualification and have at least 2 years of relevant experience in the sales environment of banking and insurance.

Qualifications

• 2 years' experience in a sales environment, specifically in banking and insurance.
• In-depth knowledge of financial and estate planning.
• Proven track record in providing strategic advice.

Responsibilities

• Provide financial and estate planning advice to clients.
• Offer suitable financial solutions based on client needs.
• Demonstrate exceptional analytical skills and attention to detail.

Skills

Financial Acumen

Financial Analysis

Legal Compliance

Interpreting Financial Statements

Education

NQF level 5 Qualification in Financial Planning/Wealth Management

120 credits or qualification aligned with FAIS and FSCA requirements

RE 5: Representatives

Job description

Company Description

Standard Bank Group is a leading Africa-focused financial services group and an innovative player on the global stage. We offer a variety of career-enhancing opportunities and the chance to work alongside some of the sector’s most talented professionals. Our clients range from individuals to businesses of all sizes, high net worth families, and large multinational corporates and institutions. We are passionate about creating growth in Africa, bringing meaningful value to our clients and communities, and creating a sense of purpose for our employees.

Job Description

To provide appropriate financial and estate planning advice to Personal, Prestige, and Private Banking (Core) clients to offer suitable financial solutions for their needs.

Qualifications

Essential Qualifications:

• NQF level 5 Qualification in Financial Planning/Wealth Management
• 120 credits or qualification aligned with FAIS and FSCA requirements
• RE 5: Representatives

Mandatory Experience:

• 2 years' experience in a sales environment, specifically intermediary services for banking and insurance categories
• Understanding of Long Term insurance products
• Understanding of the bank's products, processes, and systems
• No supervision required

The successful candidate must demonstrate:

• In-depth knowledge of financial and estate planning
• Proven track record in providing strategic advice
• Exceptional analytical skills and attention to detail
• Strict adherence to regulatory compliance and ethical standards

Only candidates meeting all qualifications and experience requirements will be considered for this role.

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