Salaried Financial Planner
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Job Location:
Cape Town - South Africa
Monthly Salary:
Not Disclosed
Posted on:
18 hours ago
Vacancies:
1 Vacancy
Job Summary
The Opportunity
Are you ready to use your financial planning skills to help individuals protect their futures
Is this you
Youre someone who builds strong relationships communicates with empathy and clarity and understands the real-life impact of good financial advice. You enjoy guiding clients through personal risk and retirement planning and youre detail-oriented organised and client-focused ready to grow your advisory career in a supportive environment.
What youll be doing (and why youll enjoy it)
Youll be advising individual clients on personal risk cover retirement planning and policy structures that suit their financial goals. Your role will involve regular client consultations updating portfolios reviewing policies and benefits and ensuring all client records are accurately maintained. Youll also be handling queries facilitating switches or claims where needed and ensuring compliance is always met. Your focus will be on delivering tailored advice and excellent client service.
Where youll be doing it
Our client is based in Bellville in the northern suburbs of Cape Town a well-regarded financial services provider with a strong track record in retirement planning and insurance solutions. The culture is professional and close-knit with a focus on integrity ongoing development and genuine client impact. Youll be supported by an experienced team and a strong administrative backbone allowing you to focus on what you do best: serving clients. This role is office-based with flexible working hours.
What youll need
Youll need a BCom degree and at least 2 years of experience as a Financial Planner or Financial Advisor. Solid knowledge of risk and retirement products is essential and you should be confident handling policy documentation benefit structures and client consultations fluently in both Afrikaans and English.
What youll get
Youll join a respected business offering long-term career opportunities a supportive team culture and a chance to make a meaningful difference in peoples lives. Expect a competitive salary (no commission) structured processes and clients who value trusted financial guidance.
How to apply
For a confidential discussion please contact Roxanne Battistoni on or send your CV to -
we appreciate that your CV might not be fully up to date. No problem just send us what you have.
We do respond to everyone! Just give us a few days to work through your application.
Key Skills
- Estate Law
- Trusts
- Wealth Management
- Financial Services
- Financial Concepts
- Microsoft Outlook
- Microsoft Powerpoint
- Securities Law
- Financial Analysis
- Budgeting
- Financial Planning
- Wills
