Financial Planner

1 week 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 complex financial decisions, building long-term relationships, and helping them achieve their financial goals. You’ll have access to an existing client base and a steady flow of quality leads—enabling you to concentrate on providing sound advice, delivering exceptional service, and expanding your portfolio. Salary: Basic salary negotiable dependent on experience, plus commission and incentives. Requirements Matric and a relevant tertiary qualification (BCom/BusSci/Hons preferred) Minimum 3 years’ experience as a Financial Planner Fluent in English and Afrikaans (spoken and written) RE5 qualification essential CFP® designation (or working towards it) advantageous Strong MS Office skills (Word, Excel, PowerPoint) Excellent communication and interpersonal skills Strong organisational and time management abilities Commitment to ongoing learning and professional development Duties and Responsibilities Collaborate with a professional team based in Newlands Meet with new and existing clients (in-person or virtually) Follow structured onboarding processes for new clients Provide comprehensive investment and financial advice Assist clients with offshore investment strategies Support clients with tax, estate, and will planning Conduct portfolio and investment reviews Stay informed on markets, legislation, and financial products Handle client queries efficiently and maintain accurate records Ensure compliance with FICA and regulatory requirements #J-18808-Ljbffr

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