Financial Planner

3 weeks ago


Polokwane, South Africa Standard Bank Group Full time
Job title : Financial Planner - PolokwaneJob Location : Limpopo, PolokwaneDeadline : December 18, 2024Quick Recommended Links
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Job Description

  • To grow your financial planning business within Standard Bank by providing holistic planning solutions to Private & Business Banking clients through tailor made solutions as well as provide solutions with respect to estate planning, risk planning, business assurance and both local and offshore investments.

Qualifications

Minimum Qualification

  • NQF level 5 Certificate
  • 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

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