Senior Financial Planner

3 days ago

Cape Town, Western Cape, South Africa The Legends Agency Full time R100 000 - R250 000 per year

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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