Senior Financial Planner

Recruiter:

The Legends Agency

Job Ref:

3WW8365W

Date posted:

Thursday, December 4, 2025

Location:

Cape Town, South Africa

Salary:

Market-Related

SUMMARY:
As a Senior Financial Planner, your role is to manage and grow a high-value client book.

POSITION INFO:

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. You''ll work with high-net-worth individuals to provide tailored investment and financial planning solutions while maintaining full autonomy over your portfolio. You''ll 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 firm''s 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

Similar jobs you might be interested in:

Senior Financial Planner
Location: Capetown
Salary: Market-Related
As a senior financial planner, your role is to manage and grow a high-value client book.
46 days ago

Senior Financial Accountant
Location: Cape Town
Salary: 480 000 Annually
attention to detail, the ability to thrive under pressure in a deadlineâoriented environment, and will be responsible for full-function accounting across multiple entities within the group, ensuring accurate reporting, strong control environments, and efficient financial operations. Let’s talk career and reach out to me today!
Today

Temporary Senior Financial Accountant
Location: Somerset West
Salary:
International client with offices in Somerset West is seeking to employ a Temporary senior financial Accountant. The successful candidate will be responsible for providing technical supportto the Finance team and will report to the Finance Operations Manager
5 days ago

Senior Financial Accountant
Location: Cape Town
Salary: 600 000 Annually
A great opportunity in fintech is available for a senior financial accountant. Do you want to make an impact, drive change and make a valuable contribution? I want to hear from you today. This is an amazing opportunity for someone that is a newly qualified CA(SA)!
7 days ago

Senior Financial Accountant
Location: Cape Town
Salary: 600 000 Annually
Join a multinational leader in cross-border and digital financial solutions as a senior financial Accountant. This role suits a highly motivated, competitive professional with a strong execution mindset who enjoys working in a fast-moving environment. The company values diverse perspectives and encourages applications from all backgrounds. Do you feel like this is the opportunity for you? Apply to...
7 days ago

Senior Financial Accountant
Location: Cape Town
Salary: 600 000 Annually
A multinational company offering cross-border and digital financial solutions is looking for a highly motivated and competitive senior financial Accountant to join their amazing team. The ideal candidate must have a ‘get it done attitude’ and enjoy working in a fast-paced environment. The company encourages applications from diverse backgrounds.
12 days ago

Senior Financial Manager (SAIPA)
Location: Cape Town
Salary: 600 000 Annually
Are you an experienced SAIPA professional ready to lead and make an impact? We’re seeking highly skilled individuals with strong technical expertise and leadership ability to join top-tier finance teams. If you thrive in complex environments and enjoy mentoring others, this is your opportunity to shine.
32 days ago

Senior Financial Manager
Location: Cape Town
Salary: 900 000 Annually
We are looking for a senior financial Manager to lead a dynamic team supporting a diverse portfolio of companies, including investments and client-administered funds. This role is ideal for an entrepreneurial-minded professional who thrives in a growth-focused environment and is passionate about building and refining financial and operational systems. You will play a key role in ensuring the finan...
32 days ago

SENIOR FINANCIAL ACCOUNTANT
Location: Northern Suburbs
Salary:
senior financial ACCOUNTANT - Permanent positionQualified CA - Position based in Cape TownGreat Salary with BenefitsThis role requires you to have financial Accounting within the property industry with MDA management software
42 days ago

Senior Financial Manager
Location: Cape Town
Salary: 960 000 Annually
If you thrive in a fast-paced environment and enjoy partnering with driven business leaders, this role is for you. You’ll lead the finance function across a portfolio of dynamic companies—shaping strategy, strengthening systems, and mentoring a skilled team. It’s a hands-on leadership opportunity where your initiative, innovation, and insight will truly make an impact.
74 days ago

Senior Financial Planner

Similar jobs you might be interested in:

Jobseekers

Recruiter

General