Senior Financial Planner

Standard Bank South Africa; Wes-Kaap; On-site; ZAR 420,000 - 600,000; Full time

Benefits offered by this job

Permanent employment with long-term 성장

Warm referrals through Private & B

Advisory masterclasses

Job summary

Standard Bank Financial Consultancy in Greater Bay, Western Cape, is seeking top-performing Financial Planners who value independence and operate within a leading banking institution.

The role requires RE05, FAIS registration, Class of Business completion, CPD up to date, and a proven production track record. This is permanent, full-time employment offering structured onboarding and ongoing development.

Qualifications

• RE05 is required.
• Registered FAIS Representative is required.
• Class of Business completed is required.
• CPD up to date is required.
• Proven production track record is required.

Responsibilities

• Provide financial planning and advisory services to clients.
• Maintain compliance with FAIS and company standards.
• Leverage warm referrals from Private & Business Banking partnerships to grow client base.

Skills

Proven production track record

Education

RE05

Registered FAIS Representative

Class of Business completed

CPD up to date

Job description

Calling all Planners in Greater Bay, Western Cape

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
• 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.