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Senior Financial Planner: -Value Portfolios
Job in
Cape Town, 7100, South Africa
Listed on 2026-01-02
Listing for:
The Legends Agency
Full Time
position Listed on 2026-01-02
Job specializations:
-
Finance & Banking
Financial Advisor, Wealth Management
Job Description & How to Apply Below
A leading wealth advisory firm in Cape Town is seeking a Senior Financial Planner to manage and grow a high-value client book while offering tailored investment solutions. The ideal candidate will have a minimum of 5 years of experience in financial planning, managing a portfolio of at least R50 million, and a strong ability to advise high-net-worth clients. This role provides full ownership of client relationships and no interference from the firm, allowing for autonomy and growth potential.
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Position Requirements
10+ Years
work experience
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