Standard Bank Group has recently announced new Financial Planner Jobs In South Africa for qualified and deserving candidates. To provide appropriate financial and estate planning advice to a selected portfolio/segment of Standard Bank clients and offer appropriate financial solutions to solve for their financial needs. Our financial planners work with our clients to help them manage their money and reach their long-term financial goals. They advise and assist clients on a variety of matters, from investing and saving for retirement to funding a college education or a new business while preserving wealth. Our commission-based role offers unlimited earning potential, flexibility, and autonomy in managing your schedule, ongoing support and training opportunities, and access to cutting-edge tools and resources. If you have a goal-oriented mindset with a hunger for success and the qualifications to match, submit your application through the link.

Responsibilities Of Financial Planner Jobs In South Africa

• Assessing clients’ financial situations and goals
• Developing personalized financial plans
• Providing recommendations on investment strategies
• Analyzing and advising on insurance needs
• Evaluating retirement plans and suggesting strategies
• Offering guidance on tax planning and optimization
• Monitoring and adjusting financial plans as needed
• Keeping abreast of market trends and regulatory changes
• Educating clients on financial matters and investment options
• Building and maintaining client relationships through effective communication

Requirements

• Minimum Qualifications
• NQF Level 5 FAIS Aligned Qualification
• RE5
• 3-4 years Experience in all the product categories in terms of FAIS for SBFC
• Articulating Information
• Financial Industry Regulatory Framework
• Financial Planning
• Interpreting Financial Statements
• Convincing People
• Developing Expertise

Business Partner Jobs In Johannesburg