Permanent Financial Planner | Standard Bank Vacancies
Job Description
Standard Bank Vacancies – Planner, Financial
Location: Cape Town, Western Cape
Company: Standard Bank
Job Type: Permanent
Job Sector: Finance
Company Description
Standard Bank Group is a leading Africa-focused financial services group and an innovative global player, offering diverse career opportunities alongside top industry professionals. We serve clients ranging from individuals to businesses, high-net-worth families, and multinational institutions. Committed to driving growth in Africa, we deliver meaningful value to clients and communities while fostering a sense of purpose for our teams.
Job Description
As a Planner (Financial) at Standard Bank, you will provide tailored financial and estate planning advice to Private and Business Banking clients, addressing their complex financial needs across segments such as Private Banking Signature, Premium, Growth, and Commercial Banking.
Qualifications
Minimum Qualification:
- NQF Level 6-7 (Advanced Diploma or Degree)
- 120 credits or qualification aligned with FAIS and FSCA requirements
- RE 5: Representatives certification
Experience:
- 3-5 years in a sales environment, specializing in intermediary services for banking and insurance
- Strong knowledge of long-term insurance products
- Familiarity with banking products, processes, and systems
- Ability to work independently with no supervision
Behavioural Competencies:
- 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
Technical Competencies:
- Financial Acumen
- Financial Analysis
- Financial Industry Regulatory Framework
- Financial Planning
- Interpreting Financial Statements
- Legal Compliance
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