Company Description

Standard Bank Group is a leading Africa-focused financial services group, and an innovative player on the global stage, that offers a variety of career-enhancing opportunities – plus the chance to work alongside some of the sector’s most talented, motivated professionals. Our clients range from individuals, to businesses of all sizes, high net worth families and large multinational corporates and institutions. We’re passionate about creating growth in Africa. Bringing true, meaningful value to our clients and the communities we serve and creating a real sense of purpose for you.

Job Description

We are seeking a dedicated and experienced Regional Manager: Financial Planning to drive excellence in financial advisory services. This role is crucial in ensuring financial planners are equipped to provide Money Management & Advisory-approved solutions effectively, following the six-step financial planning process while adhering to regulatory requirements and SBG policies.

Key responsibilities include:

Providing guidance and support to financial planners to enhance service delivery.Ensuring compliance with all regulatory and policy requirements.Overseeing the completion of mandatory training interventions, including FAIS, KYC, product knowledge, risk, and compliance.

This role demands a strong commitment to regulatory compliance, professional development, and best practices in financial planning.

Qualifications

Essential Qualifications:

Bachelor of Commerce in Finance or Legal Degree (NQF7 or Higher)Certified Financial Planner or Wealth Management certification120 credits or Qualification aligned with FAIS and FSCA requirementsRE 1 Certificate: Key Individual

Professional Experience:

A minimum of 5–7 years’ experience in financial planning, covering all FAIS product categories for Financial/Wealth Planners. Strong knowledge of regulatory requirements, compliance frameworks, and estate planning.

Proven experience in leading a team of financial/wealth planners, driving sales performance, training, and professional development, while ensuring adherence to financial planning best practices.

Skilled in accompanying financial/wealth planners on key client visits, providing expert input, and managing relationships across internal and external networks, including product suppliers, wealth divisions, and regulatory bodies.

Ability to analyse the regional client base, identify growth opportunities, and allocate resources effectively to meet sales and revenue targets while ensuring alignment with financial planning value propositions.

Expertise in workforce planning, portfolio allocation, and compliance oversight, ensuring that all financial/wealth planners maintain the necessary qualifications, training, and regulatory adherence (FAIS, KYC, risk, and compliance).

Additional Information

Behavioural Competencies:

Articulating Information & Providing InsightsConvincing PeopleDeveloping Expertise & StrategiesDirecting PeopleMaking Decisions

Technical Competencies:

Business Acumen (Audit)Client ServicingFinancial AcumenFinancial AnalysisFinancial Planning