Executive Financial Planner
Standard Bank
Johannesburg, Gauteng, ZA
5d ago
source : Latest Jobs

To sell financial investment and insurance broking products and services to clients, either directly or through intermediaries in the Group network.

Key Responsibilities / Accountabilities Prospect for new business opportunities in the market and explore business expansion opportunities with existing quality clients.

Analyse and assess client’s current and future needs. Apply product and service knowledge to meet market needs. This includes providing financial planning advice to clients, as well as the packaging / structuring and tailoring of product and service offerings to close and secure profitable business in a carefully segmented market.

Preferred Qualification and Experience

  • 120 FAIS Credits (non negotiable)
  • RE 5 Qualification (non negotiable)
  • At least 5 years financial planning industry related experience
  • CFP would be preferable
  • Must not be under any supervision (non negotiable)
  • NQF5 (working towards NQF6)
  • Knowledge / Technical Skills / Expertise

  • 120 FAIS Credits
  • RE 5
  • At least 5 years industry related experience and knowledge
  • CFP would be preferable
  • Must not be under any supervision
  • Professional Qualification Required 5

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