Financial Planner - Johannesburg - Standard Bank of South Africa Limited

    Standard Bank of South Africa Limited
    Default job background
    Accounting / Finance
    Description

    Job Title: Financial Planning Advisor

    Business Segment: Personal & Private Banking, Johannesburg

    We are seeking a skilled Financial Planning Advisor to grow our business by providing tailored financial solutions to clients. Key responsibilities include estate planning, risk management, business assurance, and investments in both local and offshore markets.

    Key Qualifications

    • NQF level 7 qualification (Advanced Diploma or Degree)
    • 120 credits aligned with FAIS and FSCA requirements
    • RE 5: Representatives

    Experience Required

    • 3-5 years' sales experience in intermediary services for banking and insurance categories
    • Understanding of Long Term insurance products
    • Knowledge of bank products, processes, and systems
    • No supervision required

    Essential Skills

    • Negotiation skills
    • Data interpretation
    • Procedure implementation
    • Regulatory understanding

    Please note that all our recruitment processes comply with applicable local laws and regulations. We will not request payment as part of the recruitment process.


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