Financial Planner

5 days ago

Polokwane, South Africa Standard Bank of South Africa Limited Full time

Business Segment: Personal & Private Banking To 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. Qualifications NQF level 7 Qualification (Advanced Diploma OR Degree) 120 credits or Qualification aligned with FAIS and FSCA requirements RE 5: Representatives Experience 3-5 years' experience in a sales environment, specifically intermediary services for banking and insurance categories. Understand Long Term insurance products Understand the bank's products, processes, and systems No supervision required Additional Information Negotiating Accurately interpreting data Implementing procedures Understanding regulations Please note: All our recruitment processes comply with the applicable local laws and regulations. We will never ask for money or any form of payment as part of our recruitment process. If you experience this, please contact our Fraud line on or #J-18808-Ljbffr

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