Financial Planner

Business Segment: Personal & Private Banking
Location: ZA, Johannesburg, West Rand
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.
QualificationsNQF level 5 Certificate120 credits or Qualification aligned with FAIS and FSCA requirementsRE 5: RepresentativesExperience3-5 years' experience in a sales environment, specifically intermediary services for banking and insurance categories.Understanding of Long Term insurance productsUnderstanding of the bank's products, processes, and systemsNo supervision requiredAdditional InformationNegotiatingAccurately interpreting dataImplementing proceduresUnderstanding regulationsPlease note: All our recruitment processes comply with the applicable local laws and regulations. We will never ask for money or any form of payment as part of our recruitment process. If you experience this, please contact our Fraud line on +27 800222050 or ******.

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