Planner, Financial, Executive - Free State, Welkom

Standard Bank Group; Welkom; On-site; ZAR 400 000 - 600 000; Full time

Job summary

A major financial institution is seeking a Financial Planner to provide tailored financial and estate planning advice to clients in Welkom. Candidates should have a minimum of 3-5 years in a sales environment related to banking and insurance, and possess strong financial analysis skills and relevant qualifications.

Qualifications

• 3-5 years of experience in a sales environment, specifically in banking and insurance.
• Proven understanding of Long Term insurance products.
• Must be able to work with minimal supervision.

Responsibilities

• Provide financial planning advice to clients.
• Address complex financial needs effectively.

Skills

Financial Acumen

Financial Analysis

Interpreting Financial Statements

Convincing People

Understanding People

Education

NQF level 6-7 Qualification

Diploma

Job description

Job title : Planner, Financial, Executive - Free State, Welkom

Job Location : Free State, Welkom

Deadline : November 22, 2025

Quick Recommended Links

• Jobs by Location
• Job by industries

Responsibilities

• 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
• Banking jobs

Banking jobs