Estate Planning Advisor

6 days ago


Centurion, Gauteng, South Africa Standard Bank of South Africa Limited Full time

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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