Senior Financial Planner
2 weeks ago
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 lead-generation support, and no interference in your client relationships, this is a space for advisors who want to scale their success with high-net-worth individuals. The Role: Senior Financial Planner As a Senior Financial Planner, your role is to manage and grow a high-value client book. You'll work with high-net-worth individuals to provide tailored investment and financial planning solutions while maintaining full autonomy over your portfolio. You'll have access to a robust internal support system and quality leads, giving you the tools to expand your assets under management and build lasting client relationships. Key Responsibilities Bring at least 5 years of experience in financial planning or wealth management Manage and service an existing investment book of at least R50 million Retain full ownership of your client book no interference from the firm Engage and advise high-net-worth individuals (typically R20M+ portfolios) Grow assets under management via both company-provided leads and your own networks Conduct in-depth portfolio reviews and deliver trusted financial advice Collaborate with internal teams to ensure seamless service delivery Uphold the firm's premium brand with a high level of professionalism About You Minimum 5 years of experience as a Financial Planner or in wealth advisory Currently managing a book of at least R50 million Skilled at building trust with affluent clients and maintaining long-term relationships Confident in advising on portfolios of R20M and above Strong business development mindset and ability to leverage personal networks Professional, articulate, and service-oriented Driven, self-managing, and eager to scale within a non-corporate environment
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Senior Financial Planner
18 hours ago
Cape Town, South Africa The Legends Agency Full timeSenior Financial PlannerTake your financial advisory career to the next level full ownership of your client bookNewlands, 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...
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Senior Financial Planner
2 weeks ago
Cape Town, Western Cape, South Africa The Legends Agency Full timeSenior 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...
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Senior Financial Planner
2 weeks ago
Cape Town, Western Cape, South Africa The Legends Agency Full timeSenior Financial PlannerTake your financial advisory career to the next level full ownership of your client bookNewlands, Cape Town | Competitive Basic Salary + CommissionAbout Our ClientThis well-established wealth advisory firm provides a premium platform for experienced financial planners to thrive. With a high-performing internal team, strong...
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Senior Financial Planner
6 days ago
Cape Town, Western Cape, South Africa The Legends Agency Full timeSenior Financial PlannerTake your financial advisory career to the next level full ownership of your client bookNewlands, 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...
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Senior Financial Planner
23 hours ago
Cape Town, South Africa The Legends Agency Full timeSenior Financial PlannerTake your financial advisory career to the next level full ownership of your client bookNewlands, Cape Town | Competitive Basic Salary + CommissionAbout Our ClientThis well-established wealth advisory firm provides a premium platform for experienced financial planners to thrive. With a high-performing internal team, strong...
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Financial Planner
6 days ago
Cape Town, Western Cape, South Africa Liberty Life Insurance Company Full timeARE YOU AN ENTREPRENEUR?At Liberty, we strive to collaborate with talented people who would like to work in the financial services industry.We are currently sourcing Financial Planners to join our dynamic team in Cape Town.Regardless of their specialization, all financial planners have the same objective: to help their clients reach their financial goals....
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Financial Planner
3 weeks ago
Cape Town, South Africa The Legends Agency Full timeFinancial Planner & Analyst - Gardens, Cape Town - Salary R45 000 to R50 000 Are 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...
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Financial Planner
3 weeks ago
Cape Town, South Africa The Legends Agency Full timeFinancial 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...
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Financial Planner
2 weeks ago
Cape Town, South Africa The Legends Agency Full timeFinancial 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...
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Financial Planner
1 day ago
Cape Town, Western Cape, South Africa The Legends Agency Full timeFinancial 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...
