Cape Town, South Africa
25 days ago
Financial Planner

Company Description

Standard Bank Group is a leading Africa-focused financial services group, and an innovative player on the global stage, that offers a variety of career-enhancing opportunities – plus the chance to work alongside some of the sector’s most talented, motivated professionals. Our clients range from individuals, to businesses of all sizes, high net worth families and large multinational corporates and institutions. We’re passionate about creating growth in Africa. Bringing true, meaningful value to our clients and the communities we serve and creating a real sense of purpose for you.

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 Certificate120 credits or Qualification aligned with FAIS and FSCA  requirementsRE 5: Representatives

Experience

3-5 years' experience in a sales environment, specifically intermediary services for banking and insurance categories.Understand Long Term insurance productsUnderstand the banks products, processes and systemsNo Supervision required

Additional Information

Behavioural Competencies

NegotiatingAccurately interpreting dataImplementing procedureUnderstanding regulations

Technical Competencies

Computer literateUnderstanding appropriate verbal communicationTelephone etiquette  
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