Financial Planner | Cape Town

Duties & Responsibilities

The successful candidate will need to :

Work as part of a professional team in our office in Newlands

Meet with prospective clients (virtually via Zoom / Teams or in person at our offices)

Follow an established onboarding process to bring on new clients

Advise existing and prospective clients on their investment portfolios

Advise clients on offshore investing

Assist clients with tax planning, estate planning and wills

Prepare and conduct investment reviews for clients

Continuously learn about markets, tax regulations and different investment vehicles

Handle client queries

Keep records of new and existing clients

Monitor FICA compliance

Competencies Required

Minimum 3 years working experience as a financial planner

Be fluent (speech and writing) in English and Afrikaans

Relevant degree (Bcom / BusSci / Hons preferable)

Must have passed the RE5 regulatory exam

Applicants with the Certified Financial Planner CFP® qualification (or studying towards the qualification) will be preferred

Proficiency in MS Office including Word, Excel and Powerpoint

Excellent written and verbal communication skills

Have the ability to manage time effectively

Have an aptitude for continued learning

Package & Remuneration

Basic salary per month depending on experience, plus commission and bonus incentives. The successful applicant will have the opportunity of a clear career path with significant remuneration growth prospects.