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Mirna Butler Recruitment
Bloemfontein
Our client is looking for unique individuals who would like to be financial planners, based in its Bloemfontein office . Skills, knowledge, experience and talents are each factored into their hiring decision. Minimum Requirements Grade 12 Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements and Regulatory Examinati
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Job Source: Department Of Justice And Constitutional Development - DojBloemfontein, Free State
R 300000 ZA Per annum
Job Description:
To provide holistic financial planning solutions to Private Banking and Business Banking clients of Standard Bank.
To tailor make these solutions in order to solve for clients’ individual financial needs.
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Job Responsibilities:
Have a clear understanding of Business Assurance and Financial Statements to provide financial planning for clients in the Business segments.
Develops appropriate proposals in line with customer requirements and in line with a suite of existing solutions (e.g., prepare quote, issue and amend quote, record advice, fulfil contract and requirement management).
Prospect for new business opportunities in the selected segments and explore business expansion opportunities with existing clients. Contributes to the enablement of a universal services organisation by identifying other relevant opportunities and advising relevant business partners accordingly.
Analyses and assesses clients’ current and future financial and estate planning needs.
Applies product and service knowledge to meet client needs. This includes providing financial and estate planning advice to clients as well as the packaging, structuring and tailoring of financial solutions to secure profitable business in the identified market segment.
Job Requirements:
Certified Financial Planner / Wealth management certificate
At least 5 years financial planning industry related experience
Diploma in Finance and Accounting
Experience in all the product categories in terms of FAIS for SBFC
Knowledge/Technical Skills/Expertise
NQF6
120 FAIS Credits
Minimum required qualification and experience in terms of FAIS fit and proper requirements
Preference for B. Com Finance / Legal degree
CFP
Must not be under any supervision
RE 5 Qualification
Job Details:
Company: Standard Bank
Vacancy Type: Full Time
Job Location: Bloemfontein, Free State, South Africa
Application Deadline: N/A
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Standard bank vacancies near me – executive financial planner jobs in Bloemfontein, Free State
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