Planner, Financial, Executive - Free State, Welkom

Standard Bank GroupWelkom, Free State, South Africa

4 days ago

Job description

Job title : Planner, Financial, Executive - Free State, Welkom

Job Location : Free State, Welkom

Deadline : November 22, 2025

Quick Recommended Links

Jobs by Location
Job by industries

Responsibilities

To provide appropriate financial and estate planning advice to Private and Business Banking Clients (i.e., Private Banking Signature, Premium, Growth and Commercial Banking) in order to solve for their complex financial needs.

Qualifications

Type of Qualification : Diploma

Minimum Qualification

NQF level 6-7 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 :

Articulating Information

Convincing People

Developing Expertise

Documenting Facts

Establishing Rapport

Examining Information

Exploring Possibilities

Following Procedures

Interacting with People

Interpreting Data

Making Decisions

Managing Tasks

Producing Output

Providing Insights

Seizing Opportunities

Showing Composure

Taking Action

Thinking Positively

Understanding People

Upholding Standards

Technical Competencies :

Financial Acumen

Financial Analysis

Financial Industry Regulatory Framework

Financial Planning

Interpreting Financial Statements

Legal Compliance

Banking jobs

#J-18808-Ljbffr

Create a job alert for this search

Planner • Welkom, Free State, South Africa

Related jobs

Promoted

Junior transport planner

StudentmarktWelkom, Free State, South Africa

Voor onze opdrachtgever, een internationaal logistiek bedrijf, zijn wij op zoek naar een Junior Transport Planner.De organisatie opereert wereldwijd in de sectoren Transport, Logistiek en Supply Ch...Show moreLast updated: 30+ days ago

Promoted

Planner, Financial, Executive

Standard Bank of South Africa LimitedWelkom, Free State, South Africa

Business Segment : Personal & Private Banking.Location : ZA, undefined, Welkom Free State , Welkom.To provide appropriate financial and estate planning advice to Private and Business Banking Clients ...Show moreLast updated: 10 days ago

Promoted

Private Wealth Banker - Pipeline Welkom

Absa BankWelkom, Free State, South Africa

Private Wealth Banker - Pipeline Welkom.Empowering Africa’s tomorrow, together…one story at a time.With over 100 years of rich history and strongly positioned as a local bank with regional and inte...Show moreLast updated: 30+ days ago

Promoted

Financial Planner Paarl

SanlamWorkFromHome, Free State, South Africa

Full-time, remote or office based in Paarl, Western Cape.Our client based in Cape Town is looking for qualified and non-qualified Financial Advisors to join their well established team.Own reliable...Show moreLast updated: 2 days ago

Promoted

Omf Intermediate Area Manager ( Welkom)

Old Mutual LimitedWelkom, Free State, South Africa

OMF Intermediate Area Manager – Welkom, Free State.Employer : Old Mutual South Africa.Let\'s Write Africa\'s Story Together. Old Mutual is a firm believer in the African opportunity and our diverse t...Show moreLast updated: 4 days ago

Promoted

Private Wealth Banker - Pipeline Welkom

Absa GroupWelkom, Free State, South Africa

Empowering Africa’s tomorrow, together…one story at a time.With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our f...Show moreLast updated: 30+ days ago

Promoted

Planner - Renewables

Energy Africa RecruitmentWelkom, Free State, South Africa

Our client is a global (EPC) company specializing in hydropower and renewable energy ventures worldwide.They boast a portfolio of over 3GW in installed solar photovoltaic (PV) capacity.Their curren...Show moreLast updated: 30+ days ago

Promoted

Branch Consultant / Financial Advisor - Upington

Sanlam LimitedWelkom, Free State, South Africa

Location : Welkom, Free State, ZA.Sanlam Developing Markets (SDM) (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level a...Show moreLast updated: 30+ days ago

Promoted

Planner, Financial, Executive

Standard Bank GroupWorkFromHome, Free State, South Africa

To provide appropriate financial and estate planning advice to Private and Business Banking Clients (i.Private Banking Signature Premium Growth and Commercial Banking) in order to solve for their c...Show moreLast updated: 30+ days ago

Promoted

Financial Planner / Entrepreneur

Nexus RecruitmentVrystaat, South Africa

Join Our Tribe of Professionals.Insurance and Wealth Creation Professionals (IWCP) is currently recruiting.If you are looking for a career opportunity in a company with old school values but innova...Show moreLast updated: 30+ days ago

Promoted

Financial Planner - CebeKhulu 2024

SanlamVrystaat, South Africa

Sanlam Life Ltd is one of the top financial services providers in the South African market.We’re all about building strong, lasting relationships with our financial advisors.We know that you have h...Show moreLast updated: 30+ days ago

Promoted

Omf Intermediate Area Manager ( Welkom)

Old Mutual South AfricaWelkom, Free State, South Africa

Welkom, Free State R - R Y Old Mutual South Africa.Let's Write Africa's Story Together.Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.Tertiary quali...Show moreLast updated: 2 days ago

Promoted

Branch Consultant / Financial Advisor - Welkom

SanlamWelkom, Free State, South Africa

Sanlam Developing Markets (SDM) is a wholly-owned subsidiary of Sanlam Life Limited and is one of the top financial services providers in the South African entry-level and emerging middle market.It...Show moreLast updated: 30+ days ago

Promoted

Paraplanner

TalexusWorkFromHome, Free State, South Africa

Our client is seeking a detail-oriented Paraplanner to support our Financial Planner in delivering high-quality financial advice to our clients. As a Paraplanner, you will be responsible for conduct...Show moreLast updated: 16 days ago

Promoted

Financial Manager

The Recruitment PeopleWelkom, Free State, South Africa

An established company is looking for a Financial Manager to join their dynamic and skilled team in Welkom, Free State.The candidate will be responsible for accurately recording revenue in a hospit...Show moreLast updated: 30+ days ago

Promoted

Financial Advisor - Welkom

MomentumWelkom, Free State, South Africa

Metropolitan is one of the oldest financial services brands in South Africa.With a 127-year legacy of serving the communities in which it operates, Metropolitan represents true empowerment in servi...Show moreLast updated: 30+ days ago

Promoted

Financial Planner - Quafin 2024

SanlamVrystaat, South Africa

Sanlam Life Ltd is one of the top financial services providers in the South African market.We’re committed to building strong, lasting relationships with our financial advisors.We aim to help our a...Show moreLast updated: 30+ days ago

Promoted

Team Leader - Bloemfontein

Ecowize - Southern AfricaVrystaat, South Africa

Purpose is to lead the hygiene team and sufficiently clean the plant according to Ecowize Standards, following and taking full responsibility of the 10-Steps Cleaning Process.Complete daily visual ...Show moreLast updated: 10 days ago