Financial Planner - Investments

Recruiter:

Time Personnel

Job Ref:

CPT004964/Meg

Date posted:

Monday, December 1, 2025

Location:

Claremont, South Africa

SUMMARY:
Do you have 2–3 years’ experience as a Financial Planner, with a focus on managing and growing high-net-worth client portfolios?

Our client, based in the Southern Suburbs of Cape Town, is seeking a motivated individual who brings strong interpersonal, analytical, and advisory skills to their practice.

A BCom degree is essential, and full training and support will be provided. Candidates must be fluent in both English and Afrikaans and demonstrate professionalism, attention to detail, and a passion for delivering tailored financial solutions.

POSITION INFO:
REQUIREMENTS

A completed BCom degree (Finance/Business/Insurance/Risk advantageous)
Genuine interest in developing a long-term career in the investment industry
Fluent in English and Afrikaans (both essential)
Detail-oriented, organised, and eager to learn
Confident communicator with a professional attitude
Able to work in-office in Claremont Monday to Friday
Full training provided — perfect for graduates
Clear career growth opportunities within the insurance sector
Supportive, friendly team environment
A chance to gain valuable, practical experience from day one

DUTIES

Support the team with day-to-day administration
Assist with client enquiries and prepare policy documentation
Update and maintain accurate client records
Liaise with insurers and internal departments
Ensure compliance with industry standards
Provide general administrative support

Salary: R negotiable dependent on experience

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

Similar jobs you might be interested in:

Financial Planner - Investments
Location: Claremont
Salary:
Do you have 2–3 years’ experience as a financial planner, with a focus on managing and growing high-net-worth client portfolios?Our client, based in the Southern Suburbs of Cape Town, is seeking a motivated individual who brings strong interpersonal, analytical, and advisory skills to their practice.A BCom degree is essential, and full training and support will be provided. Candidates ...
Today

BCom Graduate / Junior Financial Planner
Location: Claremont
Salary:
Are you a BCom graduate eager to build a successful career in the investment/financial planning industry?Our client in Claremont is looking for a bright, motivated graduate to join their team as a Junior financial planner. No prior industry experience is required; you will receive full training and ongoing development to help you grow into the role.Fluency in Afrikaans and English will be required...
10 days ago

Financial Planner
Location: Capetown
Salary: Market-related
Join a trusted, growth-focused investment advisory delivering expert financial guidance to high-net-worth clients
34 days ago

Administration Manager
Location: Cape Town
Salary:
Our client, a Private Property and Investment company, is looking for an Admin Manager to join their team. This is a hybrid role. Frequent travel to Camps Bay or Clara Anna Fontein will be required.
3 days ago

Administration Manager
Location: Cape Town
Salary:
Our client, a Private Property and Investment company, is looking for an Admin Manager to join their team. This is a hybrid role. Frequent travel to Camps Bay or Clara Anna Fontein will be required.
5 days ago

Administration Manager
Location: Cape Town
Salary:
Our client, a Private Property and Investment company, is looking for an Admin Manager to join their team.
3 days ago

Administration Manager
Location: Cape Town
Salary:
Our client, a Private Property and Investment company, is looking for an Admin Manager to join their team. This is a hybrid role. Frequent travel to Camps Bay or Clara Anna Fontein will be required.
Today

Paraplanner
Location: Cape Town
Salary:
20 days ago

Distribution Sales Manager
Location: Capetown
Salary: Market Related
Distribution Sales Manager
31 days ago