Client Portfolio Manager â Financial Planner

Recruiter:

Time Personnel

Job Ref:

CPT004452/Meg

Date posted:

Tuesday, May 13, 2025

Location:

Capetown, South Africa

SUMMARY:
Are you a skilled financial planning and investment professional with 3–5 years of industry experience?

Our client, based in the Southern Suburbs, is seeking a dynamic individual who excels at navigating complex financial scenarios, forging strong client relationships, and making a meaningful impact in people’s lives.

You’ll be supported with a portfolio of existing clients and a steady stream of high-quality prospective leads—allowing you to focus on delivering exceptional advice and growing your client base with confidence.

POSITION INFO:
REQUIREMENTS

Matric, Relevant degree (BCom/BusSci/Hons preferable)
Minimum 3 years working experience as a financial planner
Be fluent (speech and writing) in English and Afrikaans
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

DUTIES

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

Salary: Basic salary negotiable dependent on experience, plus commission and incentives.

Join us on SOCIAL MEDIA or visit our WEBSITE for more information. See links below.

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