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Planner Financial

Job in Swellendam, 6740, South Africa
Listing for: Standard Bank of South Africa Limited
Full Time position
Listed on 2025-11-22
Job specializations:
  • Finance & Banking
    Banking & Finance, Financial Analyst
Job Description & How to Apply Below
Location: Swellendam

Business Segment:
Personal & Private Banking

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
  • NQF level 6-7 Qualification (Advanced Diploma OR Degree)
  • 120 credits or Qualification aligned with FAIS and FSCA requirements
  • RE 5:
    Representatives
Experience
  • 3-5years' 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
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