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 innovator in the global financial sector. We provide diverse career opportunities, enabling professionals to work alongside top-tier talent within the industry. Serving individuals, businesses, high-net-worth clients, and multinational corporations, we are committed to driving growth in Africa while delivering meaningful value to clients and communities.
Job Description
As a Financial Planner Executive at Standard Bank, your role involves delivering tailored financial and estate planning advice to our Private and Business Banking clients. You will address their complex financial needs, ensuring strategic solutions that align with their goals.
Qualifications
Minimum Qualifications
- NQF Level 7 Qualification (Advanced Diploma or Degree)
- 120 credits or qualification compliant with FAIS and FSCA regulations
- RE 5: Representatives certification
Experience
- 3-5 years of sales experience, preferably in banking and insurance intermediary services
- In-depth knowledge of Long-Term insurance products
- Strong understanding of banking products, processes, and systems
- Ability to work independently with minimal supervision
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
Join Standard Bank as a Financial Planner Executive and contribute to shaping the financial future of our clients while advancing your career within a dynamic and purpose-driven organization.
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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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