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: Finance
Company Description
Standard Bank Group is a leading Africa-focused financial services group and a global innovator, offering exceptional career growth opportunities. Join a team of highly skilled and motivated professionals dedicated to serving clients ranging from individuals to multinational corporations. We are committed to driving meaningful growth in Africa, delivering value to our clients and communities, and fostering a strong sense of purpose for our employees.
Job Description
As an Executive Financial Planner 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. Your role will involve addressing complex financial needs with tailored solutions to help clients achieve their financial goals.
Qualifications
Minimum Qualification
- NQF level 7 Qualification (Advanced Diploma or Degree)
- 120 credits or Qualification aligned with FAIS and FSCA requirements
- RE 5: Representatives
Experience
- 3-5 years of experience in a sales-driven environment, specifically in intermediary services for banking and insurance
- Strong understanding of Long-Term insurance products
- Familiarity with Standard Bank’s products, processes, and systems
- Ability to work independently with 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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