Planner, Financial, Executive x1
Job Details
- Job Title: Planner, Financial, Executive
- Job Reference: 80446390A-0001
- Date Posted: 30 April 2026
Location
- City: Bethlehem
- Province: Free State
- Country: South Africa
Employment Information
- Business Segment: Personal & Private Banking
- Job Type: Full-time
Job Purpose
To provide financial and estate planning advice to Private and Business Banking clients, helping them manage and grow their wealth by offering tailored financial solutions for complex needs.
Target Clients
You will work with:
- Private Banking Signature clients
- Premium Banking clients
- Growth Banking clients
- Commercial Banking clients
Minimum Qualifications
- NQF Level 6–7 (Advanced Diploma or Degree)
- Qualification aligned with FAIS and FSCA requirements
- RE5 (Regulatory Exam for Representatives)
Experience Required
- 3–5 years’ experience in a sales environment
- Experience in:
- Banking products
- Insurance (especially long-term insurance)
- Intermediary financial services
- Ability to work independently (no supervision required)
Technical Skills
- Financial Planning
- Financial Analysis
- Financial Acumen
- Understanding financial regulations (FAIS/FSCA)
- Interpreting financial statements
- Legal compliance knowledge
Behavioural Competencies
- Strong communication and persuasion skills
- Ability to build relationships (client-focused)
- Analytical thinking and decision-making
- Ability to manage multiple client portfolios
- Confidence in presenting financial solutions
- Professionalism and composure under pressure
Key Responsibilities (Simplified)
- Provide financial and estate planning advice
- Analyse client financial situations and needs
- Recommend suitable investment and insurance products
- Ensure compliance with financial regulations
- Build and maintain strong client relationships
- Identify opportunities to grow client portfolios
Important Note
The company emphasizes:
- Strict compliance with legal and regulatory standards
- No payment is required during recruitment (fraud warning provided)