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Senior Financial Planner

3 weeks ago

Cape Town, Western Cape, 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 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