Senior Financial Planner

Cape Town - South Africa

Monthly Salary: Not Disclosed

Posted on: 20 hours ago

Vacancies: 1 Vacancy

Job Summary

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. Youll work with high-net-worth individuals to provide tailored investment and financial planning solutions while maintaining full autonomy over your portfolio. Youll 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 firms 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

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 thr...

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

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 firms 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