Are you a financial planning professional looking to take the next step in your career? We are seeking a dynamic Senior Financial Planner (Client Portfolio Manager) to join a growing, client-focused team based in Newlands, Cape Town.
This is an excellent opportunity for a financial professional with 3–7 years' experience in financial planning and investment advice who enjoys building long-term client relationships and delivering tailored financial solutions. You will be provided with both a book of existing clients and daily prospective leads, along with a clear career path and strong remuneration growth potential.
Key Responsibilities
* Engage with new and existing clients, both virtually and in person
* Onboard new clients through a structured process
* Provide financial and investment advice across local and offshore portfolios
* Assist clients with tax, estate planning, and wills
* Conduct regular investment reviews and client meetings
* Keep up to date with markets, tax regulations, and investment vehicles
* Handle client queries and maintain accurate client records
* Ensure FICA compliance
Requirements
* Minimum 3 years' experience as a Financial Planner
* Fluency in English and Afrikaans (spoken and written)
* Relevant degree (BCom/BusSci/Hons preferred)
* RE5 regulatory exam completed
* CFP qualification (or studying towards it) highly advantageous
* Proficiency in MS Office (Word, Excel, PowerPoint)
* Strong communication, organisational, and time management skills
* Commitment to continuous learning and professional growth
Please note that only suitable candidates will be contacted.