Senior Financial Planner

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.