Financial Planner at Standard Bank Group

    To sell financial investment and insurance broking products and services to clients, either directly or through intermediaries in the Group network.
Key Responsibilities/Accountabilities:

• Prospect for new business opportunities in the market and explore business expansion opportunities with existing quality clients.
• Analyse and assess client’s current and future needs.
• Apply product and service knowledge to meet market needs.
• This includes providing financial planning advice to clients, as well as the packaging/ structuring and tailoring of product and service offerings to close and secure profitable business in a carefully segmented market.

Preferred Qualification and Experience:

•     120 FAIS Credits (non negotiable)
•     RE 5 Qualification (non negotiable)
•     At least 5 years financial planning industry related experience
•     CFP would be preferable
•     Must not be under any supervision (non negotiable)
•     NQF5 (working towards NQF6)

Knowledge/Technical Skills/Expertise:

•     120 FAIS Credits
•     RE 5
•     At least 5 years industry related experience and knowledge
•     CFP would be preferable
•     Must not be under any supervision

Competencies:

• Financial planning experience
• Must not be under any supervision
• Self Motivated, Integrity, honesty, be able to work without supervision, must be a self starter and be Confident. Decision Making, Customer Focus, Innovation, Job Fit, Managing Conflict and Tenacity.