Overview
Financial Planner Jobs in Polokwane, South Africa at Standard Bank of South Africa Limited
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 Transacti
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Title: Financial Planner
Company: Standard Bank of South Africa Limited
Location: Polokwane, South Africa
Category: Finance & Banking
