Financial Planner

Job Overview
Business Segment: Personal & Private Banking
Location: ZA, Gauteng, Johannesburg North, Sandton & Rosebank
Job Type: Full-time
Job Ref ID: 80435866A-0001
Date Posted: 11/15/2024

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

NQF level 5 Certificate (120 credits) or qualification aligned with FAIS and FSCA requirements.
RE 5: Representatives

Experience

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

Additional Information

Behavioural Competencies

• Negotiating
• Accurately interpreting data
• Implementing procedure
• Understanding regulations

Technical Competencies

• Computer literate
• Understanding appropriate verbal communication
• Telephone etiquette

Please note: All our recruitment processes comply with the applicable local laws and regulations. We will never ask for money or any form of payment as part of our recruitment process. If you experience this, please contact our Fraud line on +27 800222050 or TransactionFraudOpsSA@standardbank.co.za