Permanent Financial Planner | Standard Bank Vacancies
Job Description
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Standard Bank Vacancies – Planner, Financial, Executive
Location: South Africa
Company: Standard Bank
Job Type: Permanent
Job Sector: Finance
Company Description
Standard Bank Group is a leading Africa-focused financial services group and a key player on the global stage, offering exceptional career growth opportunities. Join a team of highly skilled and motivated professionals dedicated to delivering meaningful value to our clients—from individuals and businesses to high-net-worth families and multinational institutions. We are committed to driving growth in Africa while creating a lasting impact for our clients and communities.
Job Description
As a Financial Planner Executive at Standard Bank, you will provide tailored financial and estate planning solutions to Private and Business Banking clients, including Private Banking Signature, Premium, Growth, and Commercial Banking segments. Your expertise will help address their complex financial needs and drive long-term success.
Qualifications
Minimum Qualification
- NQF level 7 Qualification (Advanced Diploma or Degree)
- 120 credits or Qualification aligned with FAIS and FSCA requirements
- RE 5: Representatives certification
Experience
- 3-5 years of sales experience, specifically in intermediary services for banking and insurance
- Strong understanding of Long Term insurance products
- In-depth knowledge of bank products, processes, and systems
- Ability to work independently with no supervision required
Additional Information
Behavioural Competencies:
- Articulating Information
- Convincing People
- Developing Expertise
- Documenting Facts
- Establishing Rapport
- Examining Information
- Exploring Possibilities
- Following Procedures
- Interacting with People
- Interpreting Data
- Making Decisions
- Managing Tasks
- Producing Output
- Providing Insights
- Seizing Opportunities
- Showing Composure
- Taking Action
- Thinking Positively
- Understanding People
- Upholding Standards
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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