SBFC Financial Planner Fourways Crossing
Stanbic IBTC Bank
Gauteng, South Africa
6d ago

Job Details

Standard Bank is the largest bank in Africa and our highly visible brand, award-winning service, and strong global presence helps us maintain our market-

leading position. We place huge value on the talent of our people to drive our continued success, and to support our plans for growth.

We now need a talented and resourceful individual to help us fulfill our business objectives and build customer loyalty.

Job Purpose

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.

Goal Based Financial Planning

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)

Must have practical experience in implementing Business Assurance solutions

Knowledge / Technical Skills / Expertise

Good understanding of the Financial Planning Industry

Financial Product Knowledge

Strong sales experience

Knowledge and application of Goal Based Financial Planning

Articulate

Broad knowledge of financial instruments and markets

Professional Qualification Required

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