Permanent Financial Planner | Standard Bank Vacancies
Job Description
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Standard Bank Vacancies – Planner, Financial, Executive
Location: KwaZulu-Natal
Company: Standard Bank
Job Type: Permanent
Job Sector: Finance
Company Description
Standard Bank Group is a leading Africa-focused financial services group and a global innovator, offering exceptional career opportunities. Join a dynamic team of talented professionals dedicated to delivering meaningful value to our diverse clientele—from individuals and SMEs to high-net-worth families and multinational corporations. We are committed to driving growth in Africa while empowering our clients and communities.
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, addressing their complex financial needs. Your strategic insights will guide high-value clients in wealth management, investment planning, and long-term financial solutions.
Qualifications
Minimum Qualification
- NQF Level 7 Qualification (Advanced Diploma or Degree)
- 120 credits or equivalent qualification aligned with FAIS and FSCA requirements
- RE 5: Representatives certification
Experience
- 3-5 years of sales experience in intermediary services for banking and insurance
- Expertise in Long-Term Insurance products
- Comprehensive knowledge of banking products, processes, and systems
- Ability to work independently with minimal 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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