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Advanced Financial Planning Services

1 week ago

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

Role Overview: This role offers an exciting opportunity for an experienced Financial Planner to join our team and contribute to the growth of our wealth management business.

The successful candidate will have a strong understanding of financial markets, excellent communication skills, and the ability to develop tailored plans that meet the unique needs of our clients.

About the Role
  • Develop and implement comprehensive financial plans for Private & Business Banking clients
  • Collaborate with internal stakeholders to ensure seamless delivery of services
  • Maintain up-to-date knowledge of relevant legislation and regulatory requirements
  • Identify opportunities for growth and optimization
Requirements
  • NQF level 7 Qualification (Advanced Diploma OR Degree)
  • 120 credits or Qualification aligned with FAIS and FSCA requirements
  • RE 5: Representatives

We offer a dynamic work environment, opportunities for career growth, and a competitive remuneration package.