Executive Financial Planner

Job Description

Job DescriptionTo grow your financial planning business within Standard Bank by providing holistic planning solutions to Private & Business Banking clients through tailor made solutions as well as provide solutions with respect to estate planning, risk planning, business assurance and both local and offshore investments.

Responsibilities + Skills

Education

NQF level 7 Qualification (Advanced Diploma OR Degree)120 credits or Qualification aligned with FAIS and FSCA requirements

Experience

3-5 years' experience in a sales environment, specifically intermediary services for banking and insurance categories.Understand Long Term insurance products

Job Summary

  • Published on: Saturday, 8th February 2025
  • Designation: Executive Financial Planner
  • industry: Miscellaneous
  • Vacancy: 1
  • Employment Status: Part-time
  • Job Location: Stellenbosch
  • Salary: 0
  • Gender:
  • Application Deadline: Saturday, 8th February 2025
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About the Company

  • Company Name: Standard Bank Group.
  • Address: 9th Floor 011 636 9111/2 SBZAZAJJ Standard Bank Centre 5 Simmonds Street Johannesburg 2001 P O Box 7725
  • Website: https://www.standardbank.co.za
  • Company Profile:
  • To provide design and build decision agents and Credit process requirements for all Personal and Business products across the risk lifecycle for a particular stream (i.e. origination, account management and collections - to be customised per jobholder). This includes the process design of the end-to-end solution and working closely with appropriate Architectures (e.g., IT, Credit, Business, Data, etc.) to formulate sustainable strategic solutions.

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