Senior Financial Planner Job Cape Town area,South Africa,Finance & Banking

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.

Key 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

Minimum 3 years’ experience as a Financial Planner
Fluency in English and Afrikaans (spoken and written)
Relevant degree (BCom/Bus Sci/Hons preferred)
RE5 regulatory exam completed
CFP® qualification (or studying towards it) highly advantageous
Proficiency in MS Office (Word, Excel, PowerPoint)
Strong communication, organisational, and time management skills
Commitment to continuous learning and professional growth

Please note that only suitable candidates will be contacted.

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