80401158 - Planner, Financial, Executive
Standard Bank Group
East London, Eastern Cape, South Africa
2d ago

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.

Key Responsibilities / Accountabilities :

  • Financial & Estate Planning Advise and Financial Solutions
  • Building relationships with new and existing clients, private bankers & internal stakeholders
  • Provide solutions with respect to estate planning, risk planning, business assurance and both local and offshore investments
  • Qualifications

  • NQF level 6 aligned to FAIS requirements
  • RE 5
  • Preferred Qualification :

  • BCom Finance or Legal Degree, NQF Level 7
  • Post Graduate Diploma in Financial Planning or CFP
  • Additional Information

    Experience Required :

  • 3 years’ experience as a Financial Planner or Financial Advisor
  • Strong ability to develop and manage relationships with clients and partners.
  • Committed individual with a desire to succeed and progress professionally.
  • Financial Planners not to be under supervision
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