Executive Financial Planner
standardbankgroup
Part time
Executive Financial Planner
About this role
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 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
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
Frequently Asked Questions
Is the salary disclosed for the Executive Financial Planner position at standardbankgroup?
The salary for this Executive Financial Planner role at standardbankgroup is not publicly listed. Click "Apply Now" to learn more about the compensation package on their official careers page.
Where is the Executive Financial Planner position at standardbankgroup located?
This Executive Financial Planner role at standardbankgroup is based in Hibiscus Coast Kwa Zulu Natal, Hibiscus Coast Kwa Zulu Natal, , South Africa, za. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
Is the Executive Financial Planner role at standardbankgroup full-time or part-time?
This is listed as a Part time position. It is posted as a Executive Financial Planner role at standardbankgroup.
How do I apply for the Executive Financial Planner position at standardbankgroup?
Click the "Apply Now" button on this page. You will be redirected to standardbankgroup's official application portal hosted on smartrecruiters where you can submit your application directly.
When was the Executive Financial Planner job at standardbankgroup posted?
This Executive Financial Planner position at standardbankgroup was posted on May 11, 2026. Apply as soon as possible — early applications are often reviewed first.
Executive Financial Planner
standardbankgroup
You'll be redirected to standardbankgroup's official application page on SmartRecruiters.