Executive Financial Planner
1 week ago
Job Overview
Business Segment: Personal & Private Banking
Location: ZA, undefined, Lesedi , Lesedi
Job Type: Part-time
Job Ref ID: A-0002
Date Posted: 11/24/2025
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
Type of Qualification: Diploma
Minimum Qualification
NQF level 6-7 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
Behavioural Competencies:
Articulating Information
Convincing People
Developing Expertise
Documenting Facts
Establishing Rapport
Examining Information
Exploring Possibilities
Following Procedures
Interacting with People
Interpreting Data
Making Decisions
Managing Tasks
Producing Output
Providing Insights
Seizing Opportunities
Showing Composure
Taking Action
Thinking Positively
Understanding People
Upholding Standards
Technical Competencies:
Financial Acumen
Financial Analysis
Financial Industry Regulatory Framework
Financial Planning
Interpreting Financial Statements
Legal Compliance
Please note: All our recruitment processes comply with the applicable local laws and regulations. We will never ask for money or any from of payment as part of our recruitment process. If you experience this, please contact our Fraud line on or
-
Local Materials Planner Intern
2 weeks ago
Heidelberg, South Africa British American Tobacco Full time**BAT is evolving at pace - truly like no other organisation.** **To achieve the ambition, we have set for ourselves, we are looking for colleagues who are ready to live our ethos every day. Come be a part of this journey!** **BAT SOUTH AFRICA IS LOOKING FOR A LOCAL MATERIALS PLANNER INTERN TO JOIN OUR TEAM ON A FIXED-TERM CONTRACT OF 1 YEAR** **SENIORITY...
-
Finance Manager Neg
3 days ago
Heidelberg, South Africa Humanity Holdings Full timeRole Overview Our client is a leading player in the food manufacturing and agriculture sector, with a primary focus on beef production. With their feedlot located in Heidelberg, they are committed to delivering high-quality products to their customers while upholding the highest standards of sustainability and ethical practices. Our client is seeking a...
-
Finance Manager Heidelberg, Gauteng
3 days ago
Heidelberg, South Africa Humanity Holdings Full timeRole Overview Our client is a leading player in the food manufacturing and agriculture sector, with a primary focus on beef production. With their feedlot located in Heidelberg, they are committed to delivering high-quality products to their customers while upholding the highest standards of sustainability and ethical practices. Our client is seeking a...
-
Service Key Account Manager
7 days ago
Heidelberg, South Africa ABB E-mobility Full timeAre you ready to take full ownership of service excellence for global key accounts? ABB E-mobility is seeking a Service Key Account Manager to lead strategic service relationships, drive performance, and elevate customer satisfaction across our E-mobility business. In This Role Your Main Accountabilities Will Be Lead 1-2 global key accounts for all...
-
Senior Project Manager
2 weeks ago
Heidelberg, South Africa SGS Full timeCompany Description SGS is the world’s leading inspection, verification, testing and certification company. SGS is recognized as the global benchmark for quality and integrity. With more than 97,000 employees, SGS operates a network of over 2,600 offices and laboratories around the world. SGS Bateman’s multidiscipline engineering team provides integrated...
-
Senior Project Manager
2 weeks ago
Heidelberg, South Africa SGS Full timeCompany Description SGS is the world’s leading inspection, verification, testing and certification company. SGS is recognized as the global benchmark for quality and integrity. With more than 97,000 employees, SGS operates a network of over 2,600 offices and laboratories around the world. SGS Bateman’s multidiscipline engineering team provides integrated...
-
Process Engineer
2 weeks ago
Heidelberg, South Africa SGS Full timeCompany Description SGS is the world’s leading inspection, verification, testing and certification company. SGS is recognized as the global benchmark for quality and integrity. With more than 97,000 employees, SGS operates a network of over 2,600 offices and laboratories around the world. SGS Bateman’s multidiscipline engineering team provides integrated...
-
Logistics Controller
1 week ago
Heidelberg, South Africa British American Tobacco Full time**BAT is evolving at pace - truly like no other organisation.** **To achieve the ambition, we have set for ourselves, we are looking for colleagues who are ready to live our ethos every day. Come be a part of this journey!** **BAT SOUTH AFRICA IS LOOKING FOR A** **LOGISTICS CONTROLLER TO JOIN OUR TEAM IN HEIDELBERG** **SENIORITY LEVEL: Non -...
-
Logistics Inventory
4 weeks ago
Heidelberg, South Africa A.P. Moller - Maersk Full timeLogistics Inventory & Compliance Manager Join to apply for the Logistics Inventory & Compliance Manager role at A.P. Moller - Maersk Would you like to be part of a value-driven, commercially oriented international environment where we enable global trade every day? We have an opportunity for a Logistics Inventory & Compliance Manager that will drive global...
-
Logistics Inventory
2 weeks ago
ZARA - Heidelberg - Prinsloo St, Gauteng, South Africa A.P. Moller - Maersk Full time R400 000 - R1 200 000 per yearWould you like to be part of a value-driven, commercially oriented international environment where we enable global trade every day? We have an opportunity for a Logistics Inventory & Compliance Manager that will drive global Warehouse execution standards within Warehouse and Distribution environment.WHAT WE OFFER: When you join Maersk, you'll find that the...
