Permanent Financial Planner | Standard Bank Vacancies
Job Description
Standard Bank Vacancies – Planner, Financial, Executive
Location: Boksburg, Gauteng
Company: Standard Bank
Job Type: Permanent
Job Sector: Finance
Company Description
Standard Bank Group is a leading Africa-focused financial services group and a global innovator, offering career-enhancing opportunities. We work with a diverse client base, from individuals to multinational corporates, and are committed to driving growth across Africa while delivering meaningful value to our clients and communities.
Job Description
As a Financial Planner Executive at Standard Bank, you will provide expert financial and estate planning advice to Private and Business Banking Clients, including Private Banking Signature, Premium, Growth, and Commercial Banking, to address their complex financial needs.
Qualifications
Minimum Qualification
- NQF Level 7 Qualification (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, specifically 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 required
Additional Information
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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