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Planner, Financial, Executive
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
Education
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.
- 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.
- 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
- 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
- Financial Acumen
- Financial Analysis
- Financial Industry Regulatory Framework
- Financial Planning
- Interpreting Financial Statements
- Legal Compliance
Remote Work: Employment Type
Part-time
- 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
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.
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