Financial Planner

Recruiter:

The Legends Agency

Job Ref:

RY688VR6

Date posted:

Tuesday, October 28, 2025

Location:

Cape Town, South Africa

Salary:

Market-related

SUMMARY:
Join a trusted, growth-focused investment advisory delivering expert financial guidance to high-net-worth clients

POSITION INFO:

- Financial Planner
  Join a trusted, growth-focused investment advisory delivering expert financial guidance to high-net-worth clients.
  Newlands, Cape Town | R30,000 Basic + Excellent Commission + Bonus Incentives | 8:30am to 5:00pm
  
  About Our Client
  Our client is an established Independent Financial Advisory based in Newlands, specialising in both local and offshore investment planning. Their reputation is built on trust, transparency, and technical expertise. With a supportive culture that values teamwork, ongoing learning, and professional development, they empower their advisors to deliver world-class investment and financial planning solutions.
  
  The Role: Financial Planner
  As a Financial Planner, you''ll join a high-performing team dedicated to delivering tailored financial advice and exceptional client service. You''ll work closely with clients to design and implement investment strategies, onboard new investors, and provide holistic financial planning, including estate, tax, and offshore investment advice. This role is ideal for someone who thrives in a client-facing, analytical, and growth-oriented environment.
  
  Key Responsibilities
  
  Engage with new and existing clients through in-person or virtual consultations
  
  Conduct comprehensive financial planning and investment analysis
  
  Onboard new clients following an established process
  
  Advise clients on local and offshore investment strategies
  
  Assist clients with tax planning, estate planning, and wills
  
  Prepare and present regular investment review reports
  
  Stay up to date with market trends, tax regulations, and investment products
  
  Maintain accurate records and ensure FICA compliance
  
  About You
  
  Minimum 3 to 5 years of experience as a Financial Planner or Investment Advisor
  
  Relevant tertiary qualification (BCom, BusSci, or Honours preferred)
  
  Passed the RE5 Regulatory Exam (essential)
  
  Certified Financial Planner (CFP®) designation or currently studying towards it (advantageous)
  
  Proficient in MS Office Suite (Word, Excel, PowerPoint)
  
  Fluent in both English and Afrikaans (written and spoken)
  
  Excellent communication, analytical, and relationship-building skills
  
  Self-motivated, organised, and committed to continuous learning

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