Executive Financial Planner

6 days ago

Johannesburg, Gauteng, South Africa Standard Bank Group Full time R1 200 000 - R1 800 000 per year

Company Description
Standard Bank Group is a leading Africa-focused financial services group, and an innovative player on the global stage, that offers a variety of career-enhancing opportunities – plus the chance to work alongside some of the sector's most talented, motivated professionals. Our clients range from individuals, to businesses of all sizes, high net worth families and large multinational corporates and institutions. We're passionate about creating growth in Africa. Bringing true, meaningful value to our clients and the communities we serve and creating a real sense of purpose for you.

Job Description
To provide appropriate financial and estate planning advice to Private and Business Banking Clients (i.e., Private Banking Signature, Premium, Growth and Commercial Banking) in order to solve for their complex financial needs.

Qualifications
Minimum Qualification

  • NQF level 7 Qualification (Advanced Diploma OR Degree)
  • 120 credits or Qualification aligned with FAIS and FSCA requirements
  • RE 5: Representatives

Experience

  • 3-5 years' experience in a sales environment, specifically intermediary services for banking and insurance categories.
  • Understand Long Term insurance products
  • Understand the banks products, processes and systems
  • No Supervision required

Additional Information

Technical Competencies:

  • Financial Acumen
  • Financial Analysis
  • Financial Industry Regulatory Framework
  • Financial Planning
  • Interpreting Financial Statements
  • Legal Compliance

  • Financial Planners across South Africa

    2 weeks ago

    Johannesburg, Gauteng, South Africa EQ-FIN Full time R20 000 - R250 000 per year

    Join EQ-FIN as a Financial Planner – Shape Your Future, Empower Others Opportunities across South Africa (full training provided)Company DescriptionEQ-FIN is an outsourced assurance management company representing Liberty Group Ltd and STANLIB in the South African financial services industry. The company distributes a range of products including insurance,...

  • Executive, Financial Planner

    6 days ago

    Johannesburg, Gauteng, South Africa Standard Bank Full time R47 200 - R1 440 000 per year

    Job OverviewBusiness Segment: Personal & Private BankingLocation: ZA, undefined, Johannesburg, East LondonJob Type: Part-timeJob Ref ID: A-0001Date Posted: 10/16/2025Job DescriptionTo provide appropriate financial and estate planning advice to Private and Business Banking Clients (i.e., Private Banking Signature, Premium, Growth and Commercial Banking) in...

  • Executive Financial Planner

    6 days ago

    Johannesburg, Gauteng, South Africa Standard Bank Full time R1 200 000 - R1 800 000 per year

    Job OverviewBusiness Segment: Personal & Private BankingLocation: ZA, undefined, Johannesburg, CenturionJob Type: Part-timeJob Ref ID: A-0001Date Posted: 10/16/2025Job DescriptionTo provide appropriate financial and estate planning advice to Private and Business Banking Clients (i.e., Private Banking Signature, Premium, Growth and Commercial Banking) in...

  • Executive Financial Planner

    7 days ago

    Johannesburg, Gauteng, South Africa Standard Bank Group Full time R110 000 - R170 000 per year

    Company DescriptionStandard Bank Group is a leading Africa-focused financial services group, and an innovative player on the global stage, that offers a variety of career-enhancing opportunities – plus the chance to work alongside some of the sector's most talented, motivated professionals. Our clients range from individuals, to businesses of all sizes,...

  • Planner, Financial, Executive

    6 days ago

    Johannesburg, Gauteng, South Africa Standard Bank Full time R900 000 - R1 200 000 per year

    Job OverviewBusiness Segment: Personal & Private BankingLocation: ZA, undefined, Johannesburg, TygerbergJob Type: Part-timeJob Ref ID: A-0001Date Posted: 10/16/2025Job DescriptionTo provide appropriate financial and estate planning advice to Private and Business Banking Clients (i.e., Private Banking Signature, Premium, Growth and Commercial Banking) in...

  • Para Planner

    1 week ago

    Johannesburg, Gauteng, South Africa Omega Capital (Pty) Ltd Full time R400 000 - R1 200 000 per year

    Company DescriptionWhile you live your life and build legacies, Omega Capital is right behind you, taking care of your money. Our experienced and accredited shareholders, Steve Milton and Warren Repko, offer you and your business a comprehensive approach to creating, growing, and preserving wealth. We provide our clients with experience, innovation, trust,...

  • Senior Planner

    4 days ago

    Johannesburg, Gauteng, South Africa Hire Resolve Full time R900 000 - R1 200 000 per year

    Hire Resolve's client in the construction industry in Johannesburg is seeking a Planner with 10 years in Senior Management. The Planner holds a key position responsible for the planning and scheduling of construction work and labor. This includes gathering and analysing information to prepare progress reports on projects, ensuring adherence to company policy...

  • Senior Planner

    4 days ago

    Johannesburg, Gauteng, South Africa Rhi Full time R1 200 000 - R2 400 000 per year

    rhi is currently recruiting for a Senior Planner on a contract basis with extensive experience in the mining and minerals industry on large capital projects, including projects in remote locations and other countries, in particular third world countries.Main Purpose of RoleTo develop, progress and report the schedule status of the project and proactively...

  • Financial Planner

    6 days ago

    Johannesburg, Gauteng, South Africa Nedbank Full time R250 000 - R500 000 per year

    Job ClassificationJob FamilySales and ServicesCareer StreamSalesLeadership PipelineManage Self: TechnicalFAIS AffectedFAIS Affected - YesJob PurposeTo provide financial expertise and wealth creation advice to Nedbank clients in order to make Nedbank the great place to bank.Job ResponsibilitiesAnalyse clients' financial statuses to determine their expenses,...

  • Business Development Executive

    2 weeks ago

    Johannesburg, Gauteng, South Africa Sygnia Asset Management Full time R450 000 - R900 000 per year

    Business Development Executive – Investments (Johannesburg)Sygnia Financial ServicesAre you a driven and client-focused professional with a strong background in investment solutions and advisor engagement?Sygnia Financial Servicesis seeking an experiencedBusiness Development Executiveto join our high-performing Retail team in Sandton.In this role, you will...