Financial Planner

19 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 offshore investment planning. Their reputation is built on trust, transparency, and technical expertise. With a supportive culture that values teamwork, ongoing learning, and professional development, they empower their advisors to deliver world-class investment and financial planning solutions. The Role: Financial Planner As a Financial Planner, you'll join a high-performing team dedicated to delivering tailored financial advice and exceptional client service. You'll work closely with clients to design and implement investment strategies, onboard new investors, and provide holistic financial planning, including estate, tax, and offshore investment advice. This role is ideal for someone who thrives in a client-facing, analytical, and growth-oriented environment. Key Responsibilities Engage with new and existing clients through in-person or virtual consultations Conduct comprehensive financial planning and investment analysis Onboard new clients following an established process Advise clients on local and offshore investment strategies Assist clients with tax planning, estate planning, and wills Prepare and present regular investment review reports Stay up to date with market trends, tax regulations, and investment products Maintain accurate records and ensure FICA compliance About You Minimum 3 to5 years of experience as a Financial Planner or Investment Advisor Relevant tertiary qualification (BCom, BusSci, or Honours preferred) Passed the RE5 Regulatory Exam (essential) Certified Financial Planner (CFP®) designation or currently studying towards it (advantageous) Proficient in MS Office Suite (Word, Excel, PowerPoint) Fluent in both English and Afrikaans (written and spoken) Excellent communication, analytical, and relationship-building skills Self-motivated, organised, and committed to continuous learning #J-18808-Ljbffr

  • 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...

  • Financial Planner

    3 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

    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, 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...

  • Financial Planner

    2 weeks ago

    Cape Town, South Africa Time Personnel Full time

    Financial Planner job vacancy in Cape Town. Are you an experienced financial planning professional ready to take the next step in your career?Our client, a well-established firm based in the Southern Suburbs, is looking for a proactive and client-focused Financial Planner to join their team. The ideal candidate is passionate about guiding clients through...

  • Financial Planner

    7 days ago

    Cape Town, Western Cape, South Africa Time Personnel Full time R900 000 - R1 200 000 per year

    Job OverviewApplication Deadline: 15 November 2025Job Location: Cape Town, Western CapeJob Title: Financial PlannerEducation Level: Bachelors DegreeJob Level: IntermediateMinimum Experience: 3 - 5 YearsFinancial Planner job vacancy in Cape Town.Are you an experienced financial planning professional ready to take the next step in your career?Our client, a...

  • 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

    2 days ago

    Cape Town, South Africa Unique Personnel Full time

    Job Title - Financial Planner - Job Number - 73065 - Skills - communication,Networking,Sales - Industry - Financial Planner - City - Cape Town - Job Description - Execute and negotiate follow through of implementation vehicles including insurance, investments, estate planning, tax solution, business assurance and other tasks quoted to client. Recommend risk...

  • Financial Planner

    3 days ago

    Cape Town, Western Cape, South Africa The Legends Agency Full time R450 000 - R500 000 per year

    Financial Planner & Analyst - Gardens, Cape Town - Salary R45 000 to R50 000Are you a numbers-driven thinker with a sharp eye for data and a passion for turning insights into impact? Were working with a fast-paced, forward-thinking organisation that is looking to bring on a talented Financial Planner & Analyst to join their dynamic finance function.This is...

  • Senior Financial Planner

    2 days ago

    Cape Town, South Africa The Legends Agency Full time

    Senior Financial Planner Take your financial advisory career to the next level full ownership of your client book Newlands, Cape Town | Competitive Basic Salary + Commission About Our Client This well-established wealth advisory firm provides a premium platform for experienced financial planners to thrive. With a high-performing internal team, strong...