| Job Title: | Financial Planner |
| Company: | Standard Bank |
| Job Reference: | 80435866A-0001 |
| Location: | Polokwane, ZA |
| Employment Type: | Full Time |
| Date Posted: | 2025-01-17 |
| Closing Date: | 2025-02-28 |
| Salary: | ZAR 10000 - 14000 per month |
Financial Planner - Job Description
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 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
Negotiating
- Accurately interpreting data
- Implementing procedure
- Understanding regulations
- Technical Competencies
Computer literate
- Understanding appropriate verbal communication
- Telephone etiquette
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