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Salaried Financial PlannerThe Recruitment Council • Cape Town, South Africa
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Salaried Financial Planner

Salaried Financial Planner

The Recruitment Council • Cape Town, South Africa
30+ days ago
Job description

Job Description

Our client is a highly successful and growing Independent Financial Advisory based in Newlands, Cape Town, specialising in local and offshore wealth management. They pride themselves on a collaborative, high-performance team culture that actively supports continuous learning and personal career growth.

Unlike traditional commission-only environments, our client offers a competitive basic salary, an established client book, and a daily stream of prospective client leads.

Key Responsibilities

  • Meet with prospective and existing clients (virtually via Teams/Zoom or in person).

  • Follow established onboarding processes to welcome and service new investment clients.

  • Provide holistic financial advice covering local and offshore investment portfolios, tax planning, estate planning, and wills.

  • Prepare and conduct structured investment reviews.

  • Manage ongoing client queries, record-keeping, and FICA compliance with high attention to detail.

  • Stay up to date with market trends, tax regulations, and investment vehicles.

Requirements & Qualifications

  • Experience: Minimum 37 years of experience as a Financial Planner / Investment Advisor.

  • Education: Relevant tertiary degree (BCom, BBusSci, or Honours strongly preferred).

  • Certifications: Must have passed the RE5 regulatory exam. CFP® designation (or actively studying towards it) is highly preferred.

  • Languages: Fully fluent in English and Afrikaans (written and verbal).

  • Tech Skills: Proficient in MS Office (Word, Excel, PowerPoint) and comfortable with virtual meeting platforms.

  • Core Skills: Strong time management, exceptional communication skills, and an aptitude for continuous learning.

Whats in it for You?

  • Guaranteed Income + Upside: Stable monthly basic salary paired with uncapped commission and bonus potential.

  • Zero Cold Calling: Access to an existing client book and warm daily incoming leads.

  • Career Growth: A clear, structured career path designed for long-term financial growth.

  • Great Culture: Work alongside a professional, supportive team in a modern office environment.

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Salaried Financial Planner • Cape Town, South Africa