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Senior Financial Planner
3 months ago
**Position: Senior Financial Planner**
**Location: Johannesburg**
**Job Function: Personal and Business Banking**
**Grading: Middle Management Level**
**Job Reports to: Manager, Regional Sales**
**Salary: Commission based**
**PURPOSE OF THE JOB**:
Our client (1 of the top 5 banks in SA) is looking for a SFP to provide appropriate financial and estate planning advice to a selected portfolio / segment of the Bank's customers and offer appropriate financial solutions to solve for their financial needs.
**QUALIFICATION(S) AND EXPERIENCE REQUIRED**:
- Degree or NQF Level 5 qualification in Finance, Accounting or Legal
- Registered with FSCA as a representative
- Certified Financial Planner / Wealth management certificate
- RE5 Certificate
- Valid driver’s license
- 3-4 Years experience in all the 5 basic product subcategories in terms of FAIS for SBFC. (not under supervision)
- i. Long-Term Insurance subcategory B1_
- ii. Long-Term Insurance subcategory C_
- iii. Retail Pension Benefits_
- iv. Participatory interests in a collective investment scheme_
- v. Long-term insurance subcategory B2_
- Proven minimum gross income of R20 000.00 (after tax) per month from commission / fees
License/Certification:
- RE5 Certificate (required)
- Drivers License (preferred)
Application Deadline: 2024/04/20