Financial Planner - Polokwane

Job title : Financial Planner - Polokwane
Job Location : Limpopo, Polokwane

Deadline : December 18, 2024

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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

Accounting / Financial Services  jobs