Senior Financial Planner

Standard Bank South Africa; Klerksdorp; On-site; ZAR 240,000 - 420,000; Full time

Benefits offered by this job

Permanent employment

Long-term career growth

Structured onboarding

Advisory masterclasses

CFP journey alignment

Job summary

Standard Bank Financial Consultancy in Klerksdorp invites high-performing, compliant Financial Planners who value independence but are supported by a leading banking institution. Minimum requirements include RE05, NQF Level 6–7 qualifications, a registered FAIS status, Class of Business completed, CPD up to date, and a proven production track record.

The role offers permanent employment with long-term career growth, structured onboarding, and advisory masterclasses to accelerate CFP journey and

Qualifications

• RE05 is required.
• NQF Level 6/7 qualifications are required.
• Registered FAIS Representative status is required.
• Class of Business completed is required.
• CPD must be up to date.

Skills

Proven production track record

Education

NQF Level 6/7

Class of Business completed

RE05

FAIS Representative registered

CPD up to date

Job description

Calling all Planners in Klerksdorp, North-West

Standard Bank Financial Consultancy is looking for top-performing, compliant Financial Planners who value entrepreneurial independence supported by a leading banking institution.

Minimum Requirements (Non-Negotiable)

• RE05


• NQF Level 6 – 7 qualifications


• Registered FAIS Representative


• Class of Business completed


• CPD up to date


• Proven production track record

What Sets Us Apart

• Warm referrals through Private & Business Banking partnerships


• Structured onboarding & advisory masterclasses


• Continuous development aligned to the CFP® journey


• Performance recognition & elite production clubs


• Permanent employment with long-term career growth

This opportunity suits driven, career-focused planners committed to taking their practice to the next level. If that's you, we would love to meet you.