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Financial Planner HNW Clients & Offshore Investments
Job in
Cape Town, 7100, South Africa
Listed on 2026-01-10
Listing for:
The Legends Agency
Full Time
position Listed on 2026-01-10
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A leading investment advisory firm in Cape Town seeks an experienced Financial Planner to provide tailored financial advice and exceptional client service. You will work closely with high-net-worth clients, creating investment strategies and holistic financial plans, including tax and estate advice. The ideal candidate has 3-5 years of experience in financial planning, relevant tertiary qualifications, and fluency in English and Afrikaans.
This role offers a competitive salary and bonus incentives.
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