Financial Planner

Recruiter:

Innovazi Consulting

Job Ref:

Financial Planner

Date posted:

Thursday, December 4, 2025

Location:

Cape Town, South Africa

Salary:

Market-Related

SUMMARY:
My client is recruiting a Financial Planner with strong sales ability and a proven track record in client acquisition and financial advisory. The role focuses on selling financial products, providing advice, and building long-term client relationships.

POSITION INFO:

Key Responsibilities

Acquire new clients and offer investment and assurance solutions.
Conduct financial needs analyses and annual client reviews.
Provide personalised financial advice and solutions.
Build and grow a sustainable long-term client base.

Requirements

BCom in Finance, Economics, or related field.
CFP® designation (or currently studying towards one).
Financial planning experience, preferably at a leading bank or assurance company.
RE5 and out of supervision.
Must bring clients or a revenue-generating book.
📩 To apply, email your CV to:

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