Financial Planner | Cape Town

Recruiter:

The Recruitment Council

Job Ref:

Financial Planner | ..

Date posted:

Friday, June 20, 2025

Location:

CapeTown, South Africa

Salary:

R360 000 - R480 000

SUMMARY:
Financial Planner | Cape Town

POSITION INFO:

Duties & Responsibilities

The successful candidate will need to:

Work as part of a professional team in our office in Newlands
Meet with prospective clients (virtually via Zoom/Teams or in person at our offices)
Follow an established onboarding process to bring on new clients
Advise existing and prospective clients on their investment portfolios
Advise clients on offshore investing
Assist clients with tax planning, estate planning and wills
Prepare and conduct investment reviews for clients
Continuously learn about markets, tax regulations and different investment vehicles
Handle client queries
Keep records of new and existing clients
Monitor FICA compliance

Competencies Required

Minimum 3 years working experience as a financial planner
Be fluent (speech and writing) in English and Afrikaans
Relevant degree (Bcom/BusSci/Hons preferable)
Must have passed the RE5 regulatory exam
Applicants with the Certified Financial Planner CFP® qualification (or studying towards the qualification) will be preferred
Proficiency in MS Office including Word, Excel and Powerpoint
Excellent written and verbal communication skills
Have the ability to manage time effectively
Have an aptitude for continued learning

Package & Remuneration

Basic salary per month depending on experience, plus commission and bonus incentives. The successful applicant will have the opportunity of a clear career path with significant remuneration growth prospects.

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