Financial Planner

5 days ago

Cape Town, South Africa Time Personnel Full time

**Job Overview**:
**Application Deadline**: 15 November 2025**Job Location**: Cape Town, Western Cape**Job Title**: Financial Planner**Education Level**: Bachelors Degree**Job Level**: Intermediate**Minimum Experience**: 3 - 5 Years

**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.

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

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