Financial Planner

Financial Planner job vacancy in Cape Town.

Are you an experienced financial planning professional ready to take the next step in your career?

Our client, a well-established firm based in the Southern Suburbs, is looking for a proactive and client-focused Financial Planner to join their team.

The ideal candidate is passionate about guiding clients through complex financial decisions, building long-term relationships, and helping them achieve their financial goals.

You’ll have access to an existing client base and a steady flow of quality leads—enabling you to concentrate on providing sound advice, delivering exceptional service, and expanding your portfolio.

Salary : Basic salary negotiable dependent on experience, plus commission and incentives.

Requirements

• Matric and a relevant tertiary qualification (BCom / BusSci / Hons preferred)
• Minimum 3 years’ experience as a Financial Planner
• Fluent in English and Afrikaans (spoken and written)
• RE5 qualification essential
• CFP® designation (or working towards it) advantageous
• Strong MS Office skills (Word, Excel, PowerPoint)
• Excellent communication and interpersonal skills
• Strong organisational and time management abilities
• Commitment to ongoing learning and professional development

Duties and Responsibilities

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