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Executive Financial Planner

Standard Bank Group

Ugu District Municipality, KwaZulu-Natal, South Africa Part-time June 19, 2026
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Opportunity Description

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
    • <...
    Part-time Financial Specialists

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    Opportunity Details

    Location Ugu District Municipality, KwaZulu-Natal
    Country South Africa
    Type Part-time
    Category Financial Specialists
    Posted June 19, 2026
    Deadline July 29, 2026

    About Standard Bank Group

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    Standard Bank Group

    Ugu District Municipality, South Africa

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