Financial PlannerStandard Bank of South Africa Limited • Polokwane, Limpopo, South Africa

Financial Planner

Standard Bank of South Africa Limited • Polokwane, Limpopo, South Africa

30+ days ago

Job description

Business Segment : Personal & Private Banking

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

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 bank's products, processes, and systems

No supervision required

Additional Information

Negotiating

Accurately interpreting data

Implementing procedures

Understanding regulations

Please 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 or

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Financial Planner • Polokwane, Limpopo, South Africa

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