Financial Planner

SUMMARY:
Financial Planner

POSITION INFO:

Role: Financial Planner
Location: Newlands, Cape Town
Salary: Market-related

Our client, a successful Independent Financial Advisory specialising in local and offshore investments and financial planning, is looking for a financial professional to join their growing team. This role is ideal for an individual with 3 to 7 years of work experience in financial planning and investment advice. Our client fosters a culture that supports teamwork, continuous learning, and personal development, and will provide the successful candidate with a book of existing clients as well as daily new prospective client leads.

Key Responsibilities:

Work as part of a professional team based in the Newlands office.

Meet with prospective clients virtually via Zoom/Teams or in-person at the office.

Follow an established onboarding process to successfully integrate new clients.

Advise both existing and prospective clients on their investment portfolios, including offshore investing.

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

Prepare and conduct regular investment reviews for clients.

Handle ongoing client queries and keep accurate records of new and existing clients.

Monitor and ensure strict FICA compliance.

Continuously learn about financial markets, tax regulations, and different investment vehicles.

Requirements:

A minimum of 3 years of working experience as a financial planner.

Proven experience in onboarding and servicing investment clients across different investment vehicles.

Fluency (both in speech and writing) in English and Afrikaans.

A relevant degree, with BCom, BusSci, or Honours preferred.

Successful completion of the RE5 regulatory exam.

Candidates with the Certified Financial Planner (CFP®) qualification, or those currently studying towards it, will be given preference.

Proficiency in MS Office, including Word, Excel, and PowerPoint.

Excellent written and verbal communication skills.

Effective time management skills and a strong aptitude for continued learning.