Executive Financial Planner

Company Description

Standard Bank Group is a leading Africa-focused financial services group, and an innovative player on the global stage, that offers a variety of career-enhancing opportunities – plus the chance to work alongside some of the sector’s most talented, motivated professionals. Our clients range from individuals to businesses of all sizes, high net worth families, and large multinational corporates and institutions. We’re passionate about creating growth in Africa, bringing true, meaningful value to our clients and the communities we serve, and creating a real sense of purpose for you.

Job Description

To grow your financial planning business within Standard Bank by providing holistic planning solutions to Private & Business Banking clients through tailor-made solutions as well as providing solutions with respect to estate planning, risk planning, business assurance, and both local and offshore investments.

Qualifications

Minimum Qualification

1. NQF level 7 Qualification (Advanced Diploma OR Degree)
2. 120 credits or Qualification aligned with FAIS and FSCA requirements
3. RE 5: Representatives

Experience

1. 3-5 years' experience in a sales environment, specifically in intermediary services for banking and insurance categories.
2. Understanding of Long Term insurance products.
3. Understanding of the bank's products, processes, and systems.
4. No supervision required.

Additional Information

Behavioural Competencies:

1. Articulating Information
2. Convincing People
3. Developing Expertise
4. Documenting Facts
5. Establishing Rapport
6. Examining Information
7. Following Procedures
8. Interacting with People
9. Interpreting Data
10. Taking Action
11. Understanding People
12. Upholding Standards

Technical Competencies:

1. Financial Acumen
2. Financial Analysis
3. Financial Industry Regulatory Framework
4. Financial Planning
5. Interpreting Financial Statements
6. Legal Compliance