Senior Financial Planning Specialist
3 days ago
To thrive in this role, you will need to possess exceptional financial acumen and analytical skills, with the ability to provide tailored solutions for Private and Business Banking Clients.
The ideal candidate will have a strong understanding of long-term insurance products, as well as the bank's offerings, processes, and systems.
Responsibilities will include providing comprehensive financial and estate planning advice to clients, while staying up-to-date with industry developments and regulatory requirements.
This is an excellent opportunity for someone looking to make a meaningful impact in the financial services sector, working closely with high-net-worth individuals and businesses.
Key Qualifications:
- NQF level 7 qualification (Advanced Diploma or Degree)
- 120 credits or qualification aligned with FAIS and FSCA requirements
- RE 5: Representatives
Technical Competencies:
- Financial analysis and planning
- Regulatory compliance and risk management
- Business development and relationship building
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