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Senior Financial Planner

1 week ago

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

About the Role

We are seeking a highly skilled Senior Financial Planner to join our team at Standard Bank of South Africa Limited. As a key member of our Private Banking division, you will be responsible for providing holistic planning solutions to our clients.

Key Responsibilities

  • To grow your financial planning business by developing and maintaining strong relationships with our Private & Business Banking clients.
  • To provide tailored-made solutions that cater to their specific needs, including estate planning, risk planning, business assurance, and local and offshore investments.
  • To ensure compliance with FAIS and FSCA requirements.
  • No supervision required.

Requirements

  • NQF level 7 Qualification (Advanced Diploma OR Degree).
  • 120 credits or Qualification aligned with FAIS and FSCA requirements.
  • RE 5: Representatives.
  • 3-5 years' experience in a sales environment, specifically intermediary services for banking and insurance categories.
  • Understanding of Long Term insurance products.
  • Understanding of the bank's products, processes, and systems.

Additional Skills

  • Negotiating.
  • Accurately interpreting data.
  • Implementing procedures.
  • Understanding regulations.