Certified Financial Planner Claremont

6 days ago

Cape Town, South Africa The Talent Experts Full time

Wealth Manager Position Are you ready and eager to take the next step in your career by joining a dynamic Wealth Management team as the Wealth Manager dealing with ultra-high net worth clients? Is this you? You’re a tenacious and sales-driven individual with a passion for providing holistic financial planning to high-net-worth clients and you’re committed to delivering exceptional service and driving business growth. What you’ll be doing (and why you’ll enjoy it) As a Wealth Manager, you will play a pivotal role in presenting ideal solutions to clients, acquiring new business, and increasing AUM as per targets. You will have the opportunity to network, grow a current client base, obtain referrals, and conduct presentations to introduce prospective clients to the services offered by the business. By providing comprehensive wealth management feedback and building meaningful relationships with clients, you will contribute to cross-selling opportunities and the overall growth of the business. You will enjoy the challenge of meeting and exceeding targets while delivering exceptional service to clients and working collaboratively with the Wealth Management team. Where you’ll be doing it You will be joining our client, who is a leading Wealth Management firm with a strong reputation for delivering personalized financial solutions to high-net-worth individuals and families. You’ll be office based in stunning corporate offices in Claremont. What you’ll need To excel in this role, you will have proven and relevant experience of at least 5 years in giving advice and holistic financial planning to high-net-worth clients. A CFP designation is essential, along with strong sales ability, interpersonal skills, and a commitment to delivering exceptional client service. You will possess excellent organizational ability, attention to detail, and the flexibility to adapt to changing business needs. What you’ll get In return for your hard work and dedication, you will receive a competitive salary, potential to earn uncapped commission, along with the opportunity to work with a team of industry experts and make a meaningful impact in the wealth management industry. Our client offers excellent career development opportunities and a supportive work environment where your contributions will be valued and recognized. #J-18808-Ljbffr

  • Certified Financial Planner

    5 days ago

    Cape Town, Western Cape, South Africa Hire Resolve Full time R60 000 - R120 000 per year

    Job Title: Certified Financial PlannerLocation: George WC, or Cape Town WCCompany: Property Investor with over 30-40Mil in PropertyJob Type: Full-timeSalary: Commission BasedJob Description:We are seeking a highly-skilled and experienced Certified Financial Planner to join our client's team. The Certified Financial Planner will be responsible for providing...

  • Junior Financial Planner

    2 weeks ago

    Cape Town, South Africa Time Personnel Full time

    Junior Financial Planner required in Cape Town. Are you a BCom graduate eager to build a successful career in the insurance industry? Our client in Claremont is looking for a bright, motivated graduate to join their team as a Junior Financial Planner. No prior industry experience is required; you will receive full training and ongoing development to help you...

  • Junior Financial Planner

    1 week ago

    Cape Town, Western Cape, South Africa Time Personnel Full time R300 000 - R550 000 per year

    Job OverviewApplication Deadline: 21 December 2025Job Location: Cape Town, Western CapeJob Title: Junior Financial PlannerEducation Level: Bachelors DegreeJob Level: JuniorMinimum Experience: 0 - 1 YearsJunior Financial Planner required in Cape Town.Are you a BCom graduate eager to build a successful career in the insurance industry? Our client in Claremont...

  • Financial Planner

    2 days ago

    Cape Town, South Africa The Legends Agency Full time

    Financial Planner Join a trusted, growth-focused investment advisory delivering expert financial guidance to high-net-worth clients.Newlands, Cape Town | R30,000 Basic + Excellent Commission + Bonus Incentives | 8:30am to 5:00pm About Our Client Our client is an established Independent Financial Advisory based in Newlands, specialising in both local and...

  • Financial Planner

    1 day ago

    Cape Town, South Africa The Legends Agency Full time

    Financial Planner Join a trusted, growth-focused investment advisory delivering expert financial guidance to high-net-worth clients. Newlands, Cape Town | R30,000 Basic + Excellent Commission + Bonus Incentives | 8:30am to 5:00pm About Our Client Our client is an established Independent Financial Advisory based in Newlands, specialising in both local and...

  • Financial Planner

    8 hours ago

    Cape Town, South Africa The Legends Agency Full time

    Financial Planner Join a trusted, growth-focused investment advisory delivering expert financial guidance to high-net-worth clients.Newlands, Cape Town | R30,000 Basic + Excellent Commission + Bonus Incentives | 8:30am to 5:00pm About Our Client Our client is an established Independent Financial Advisory based in Newlands, specialising in both local and...

  • Financial Planner

    3 days ago

    Cape Town, South Africa The Legends Agency Full time

    Financial PlannerJoin a trusted, growth-focused investment advisory delivering expert financial guidance to high-net-worth clients.Newlands, Cape Town | R30,000 Basic + Excellent Commission + Bonus Incentives | 8:30am to 5:00pmAbout Our ClientOur client is an established Independent Financial Advisory based in Newlands, specialising in both local and...

  • Financial Planner

    22 hours ago

    Cape Town, Western Cape, South Africa The Legends Agency Full time R600 000 - R1 200 000 per year

    Financial Planner Join a trusted, growth-focused investment advisory delivering expert financial guidance to high-net-worth clients. Newlands, Cape Town | R30,000 Basic + Excellent Commission + Bonus Incentives | 8:30am to 5:00pm About Our Client Our client is an established Independent Financial Advisory based in Newlands, specialising in both local and...

  • Client Portfolio Manager

    4 weeks ago

    Cape Town, South Africa Placement Point Full time

    Overview A well established investment firm based in Newlands is seeking a Client Portfolio Manager / Financial Planner. Responsibilities Work as part of a professional team Meet with prospective clients (virtually via Zoom/Teams or in person at our offices) Note: Duties are listed as part of the responsibilities above; additional duties may be assigned as...

  • Financial Planner

    3 weeks ago

    Cape Town, South Africa Liberty Standard Bank Group Full time

    AN OPPORTUNITY OF A LIFETIME.... Are you a dynamic entrepreneur with a passion for excellent outcomes? This is a unique opportunity to be empowered and run your own business within a business. We embrace a flexible, collaborative and dynamic workplace and are technologically innovative. We are currently sourcing Financial Planners to join our dynamic team in...