Financial Planner

Cape Town - South Africa

Monthly Salary: Not Disclosed

Posted on: 16 days ago

Vacancies: 1 Vacancy

Job Summary

Financial Planner
Join a trusted growth-focused investment advisory delivering expert financial guidance to high-net-worth clients.
Newlands Cape Town R30000 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 youll join a high-performing team dedicated to delivering tailored financial advice and exceptional client service. Youll 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

Financial Planner Join a trusted growth-focused investment advisory delivering expert financial guidance to high-net-worth clients. Newlands Cape Town R30000 Basic Excellent Commission Bonus Incentives 8:30am to 5:00pm About Our Client Our client is an established Independent Financial Advisory ...

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