Apr 19, 2017

SBFC Financial Planner

  • Standard Bank
  • Polokwane, Limpopo, South Africa
Full time Banking Finance

Job Description

To sell financial investment and insurance broking products and services to clients, either directly or through intermediaries in the Group network.

Key Responsibilities/Accountabilities
    Prospect for new business opportunities in the market and explore business expansion opportunities with existing quality clients.
    Analyse and assess client’s current and future needs.
    Apply product and service knowledge to meet market needs.
    This includes providing financial planning advice to clients, as well as the packaging/ structuring and tailoring of product and service offerings to close and secure profitable business in a carefully segmented market.

Preferred Qualification and Experience
    120 FAIS Credits (non negotiable)
    RE 5 Qualification (non negotiable)
    At least 5 years financial planning industry related experience
    CFP would be preferable
    Must not be under any supervision (non negotiable)

Knowledge/Technical Skills/Expertise
    120 FAIS Credits
    RE 5
    At least 5 years industry related experience and knowledge
    CFP would be preferable
    Must not be under any supervision

Apply Now

Subcribe to Latest Jobs. Enter your Email Address:

Delivered by FeedBurner