Executive Financial Planner

cape town5 March 2026

Opens the official application page on jobs.smartrecruiters.com

Location

cape town

Job type

Full-time

Experience

Senior

Job overview

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

Requirements

Additional Information
Behavioural Competencies:
Articulating Information
Convincing People
Developing Expertise
Documenting Facts
Establishing Rapport
Examining Information
Exploring Possibilities
Following Procedures
Interacting with People
Interpreting Data
Making Decisions
Managing Tasks
Producing Output
Providing Insights
Seizing Opportunities
Showing Composure
Taking Action
Thinking Positively
Understanding People
Upholding Standards
Technical Competencies:
Financial Acumen
Financial Analysis
Financial Industry Regulatory Framework
Financial Planning
Interpreting Financial Statements
Legal Compliance

How to apply

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Opens the official application page on jobs.smartrecruiters.com