Financial Planner

1 day ago

Cape Town, Western Cape, South Africa The Legends Agency Full time R600 000 - R1 200 000 per year

Financial 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 offshore investment planning. Their reputation is built on trust, transparency, and technical expertise. With a supportive culture that values teamwork, ongoing learning, and professional development, they empower their advisors to deliver world-class investment and financial planning solutions.

The Role: Financial Planner
As a Financial Planner, you'll join a high-performing team dedicated to delivering tailored financial advice and exceptional client service. You'll work closely with clients to design and implement investment strategies, onboard new investors, and provide holistic financial planning, including estate, tax, and offshore investment advice. This role is ideal for someone who thrives in a client-facing, analytical, and growth-oriented environment.

Key Responsibilities

  • Engage with new and existing clients through in-person or virtual consultations

  • Conduct comprehensive financial planning and investment analysis

  • Onboard new clients following an established process

  • Advise clients on local and offshore investment strategies

  • Assist clients with tax planning, estate planning, and wills

  • Prepare and present regular investment review reports

  • Stay up to date with market trends, tax regulations, and investment products

  • Maintain accurate records and ensure FICA compliance

About You

  • Minimum 3 to 5 years of experience as a Financial Planner or Investment Advisor

  • Relevant tertiary qualification (BCom, BusSci, or Honours preferred)

  • Passed the RE5 Regulatory Exam (essential)

  • Certified Financial Planner (CFP) designation or currently studying towards it (advantageous)

  • Proficient in MS Office Suite (Word, Excel, PowerPoint)

  • Fluent in both English and Afrikaans (written and spoken)

  • Excellent communication, analytical, and relationship-building skills

  • Self-motivated, organised, and committed to continuous learning

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