Permanent Executive Financial Planner | Standard Bank Vacancies
Job Description
Standard Bank Vacancies – Executive Financial Planner
Location: Free State
Company: Standard Bank
Job Type: Permanent
Job Sector: Financial Services
Company Description
Standard Bank Group is a leading Africa-focused financial services group and an innovative global player, offering diverse career opportunities. Join a team of talented professionals dedicated to delivering value to clients—from individuals and businesses to high-net-worth families and multinational institutions. We drive growth in Africa, empowering communities and creating meaningful impact.
Job Description
As an Executive Financial Planner, you will provide tailored financial and estate planning advice to Private and Business Banking clients (including Private Banking Signature, Premium, Growth, and Commercial Banking), addressing 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-driven environment, specializing in intermediary services for banking and insurance.
- Proficiency in Long-Term Insurance products.
- In-depth knowledge of banking products, processes, and systems.
- Ability to work independently (no supervision required).
Additional Information
Technical Competencies:
- Financial Acumen
- Financial Analysis
- Financial Industry Regulatory Framework
- Financial Planning
- Interpreting Financial Statements
- Legal Compliance
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How to Apply
To apply for this position, click the “Apply Now” button or follow the specific instructions provided in the job description. Ensure that your CV and supporting documents are up to date and relevant to the position.
Please note: This job posting may be closed at any time by the employer, either due to internal recruitment policies, legal requirements, or once a suitable candidate has been found. We encourage you to apply as early as possible.
Only shortlisted candidates will be contacted.
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