Planner, Financial

5 days ago


Cape Town, Western Cape, South Africa Standard Bank Full time R900 000 - R1 200 000 per year

Job Overview

Business Segment: Personal & Private Banking

Location: ZA, undefined, Western Cape, Claremont Cape Town

Job Type: Full-time

Job Ref ID: A-0001

Date Posted: 10/16/2025

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


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