Financial Planner

Recruiter:

Time Personnel

Job Ref:

CPT004852/Meg

Date posted:

Wednesday, October 15, 2025

Location:

Cape Town, South Africa

SUMMARY:
Are you an experienced financial planning professional ready to take the next step in your career?
Our client, a well-established firm based in the Southern Suburbs, is looking for a proactive and client-focused Financial Planner to join their team.

The ideal candidate is passionate about guiding clients through complex financial decisions, building long-term relationships, and helping them achieve their financial goals.
You’ll have access to an existing client base and a steady flow of quality leads—enabling you to concentrate on providing sound advice, delivering exceptional service, and expanding your portfolio.

POSITION INFO:

REQUIREMENTS

Matric and a relevant tertiary qualification (BCom/BusSci/Hons preferred)
Minimum 3 years’ experience as a Financial Planner
Fluent in English and Afrikaans (spoken and written)
RE5 qualification essential
CFP® designation (or working towards it) advantageous
Strong MS Office skills (Word, Excel, PowerPoint)
Excellent communication and interpersonal skills
Strong organisational and time management abilities
Commitment to ongoing learning and professional development

KEY RESPONSIBILITIES

Collaborate with a professional team based in Newlands
Meet with new and existing clients (in-person or virtually)
Follow structured onboarding processes for new clients
Provide comprehensive investment and financial advice
Assist clients with offshore investment strategies
Support clients with tax, estate, and will planning
Conduct portfolio and investment reviews
Stay informed on markets, legislation, and financial products
Handle client queries efficiently and maintain accurate records
Ensure compliance with FICA and regulatory requirements

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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