Permanent Financial Planner Executive | Standard Bank Vacancies
Job Description
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Standard Bank Vacancies – Planner, Financial, Executive
Location: Boksburg, Gauteng
Company: Standard Bank
Job Type: Permanent
Job Sector: Finance
Company Description
Standard Bank Group is a leading Africa-focused financial services group and an innovative global player, offering career-enhancing opportunities. We work with individuals, businesses of all sizes, high-net-worth families, and multinational corporations. Our mission is to drive growth in Africa, deliver meaningful value to our clients and communities, and create a strong sense of purpose for our people.
Job Description
As a Financial Planner Executive at Standard Bank, you will provide expert financial and estate planning advice to Private and Business Banking clients. Your role will involve addressing complex financial needs for high-value clients, including Private Banking Signature, Premium, Growth, and Commercial Banking segments.
Qualifications
Minimum Qualification
- NQF Level 7 Qualification (Advanced Diploma or Degree)
- 120 credits or a qualification aligned with FAIS and FSCA requirements
- RE 5: Representatives certification
Experience
- 3-5 years of sales experience, particularly in intermediary services for banking and insurance
- In-depth knowledge of Long-Term insurance products
- Familiarity with banking products, processes, and systems
- Ability to work independently without supervision
Additional Information
Technical Competencies:
- Financial Acumen
- Financial Analysis
- Financial Industry Regulatory Framework
- Financial Planning
- Interpreting Financial Statements
- Legal Compliance
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How to Apply
To apply for this position, click the “Apply Now” button or follow the specific instructions provided in the job description. Ensure that your CV and supporting documents are up to date and relevant to the position.
Please note: This job posting may be closed at any time by the employer, either due to internal recruitment policies, legal requirements, or once a suitable candidate has been found. We encourage you to apply as early as possible.
Only shortlisted candidates will be contacted.
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