Senior Financial Planner

Monthly Cost To Company (Market related, Negotiable)

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.

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

Please note that only suitable candidates will be contacted.

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