Financial Planner

5 days ago

Cape Town, Western Cape, South Africa Time Personnel Full time R900 000 - R1 200 000 per year
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.

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

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