Estate Planning Advisor
6 days ago
About the Job
We are seeking an experienced Executive Financial Planner to join our team at the Standard Bank of South Africa Limited.
Key Responsibilities
Your key responsibilities will include:
- Providing comprehensive financial planning advice to clients
- Developing and implementing tailored financial plans
- Managing client relationships and identifying new business opportunities
Requirements
To succeed in this role, you must have:
- NQF level 7 qualification (Advanced Diploma or Degree)
- 120 credits or qualification aligned with FAIS and FSCA requirements
- RE 5: Representatives
What We Are Looking For
We are looking for someone who is passionate about delivering excellent customer service and has a strong understanding of financial services.
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