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Standard Bank of South Africa Limited CenturionJob Title: Financial Planning Specialist · We are seeking a skilled Financial Planning Specialist to join our team in Personal & Private Banking. The successful candidate will provide expert financial and estate planning advice to our clients, ensuring their complex financial nee ...
- Develop and implement comprehensive financial plans tailored to individual client needs
- Analyze client financial data to identify areas for improvement and provide actionable recommendations
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- Stay up-to-date with industry trends, regulatory requirements, and product offerings to enhance service delivery
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- 120 credits or Qualification aligned with FAIS and FSCA requirements
- RE 5: Representatives
- 3-5 years' experience in sales environment, specifically intermediary services for banking and insurance categories
- Understanding of Long Term insurance products
- Familiarity with the bank's products, processes, and systems
- Financial Acumen
- Financial Analysis
- Financial Industry Regulatory Framework
- Financial Planning
- Interpreting Financial Statements
- Legal Compliance
- Competitive salary and benefits package
- Opportunities for career growth and development
- A dynamic and supportive work environment
Executive Financial Planner - Johannesburg - Standard Bank Group

Description
Job Title: Financial and Estate Planning Advisor
At Standard Bank Group, we are committed to creating growth in Africa by providing innovative financial solutions to our clients.
About Us
We are a leading Africa-focused financial services group that offers a variety of career-enhancing opportunities. Our clients range from individuals to businesses of all sizes, high net worth families, and large multinational corporates and institutions.
Job Description
To provide appropriate financial and estate planning advice to Private and Business Banking Clients, solving their complex financial needs.
Key Responsibilities:
Requirements:
Technical Competencies:
What We Offer:
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Financial Planner
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