Senior Financial Planner

2 weeks ago

Cape Town, South Africa University of Fort Hare Full time

Monthly Cost To Company (Market related, Negotiable) Are you a financial planning professional looking to take the next step in your career? We are seeking a dynamic Senior Financial Planner (Client Portfolio Manager) to join a growing, client-focused team based in Newlands, Cape Town. This is an excellent opportunity for a financial professional with 3–7 years’ experience in financial planning and investment advice who enjoys building long-term client relationships and delivering tailored financial solutions. You will be provided with both a book of existing clients and daily prospective leads , along with a clear career path and strong remuneration growth potential. Responsibilities Engage with new and existing clients, both virtually and in person Onboard new clients through a structured process Provide financial and investment advice across local and offshore portfolios Assist clients with tax, estate planning, and wills Conduct regular investment reviews and client meetings Keep up to date with markets, tax regulations, and investment vehicles Handle client queries and maintain accurate client records Ensure FICA compliance Requirements Minimum 3 years’ experience as a Financial Planner Fluency in English and Afrikaans (spoken and written) RE5 regulatory exam completed CFP qualification (or studying towards it) highly advantageous Proficiency in MS Office (Word, Excel, PowerPoint) Strong communication, organisational, and time management skills Commitment to continuous learning and professional growth Relevant degree (BCom/BusSci/Hons preferred) Please note that only suitable candidates will be contacted. #J-18808-Ljbffr

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