Executive Financial Planner

Standard Bank Group

📍 Ugu District Municipality, KwaZulu-Natal, South Africa 💼 Part-time 🕒 Posted June 30, 2026

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Job 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
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Job Details

Location Ugu District Municipality, KwaZulu-Natal
Job Type Part-time
Category Financial Specialists
Posted Date June 30, 2026
Application Deadline August 09, 2026