Independent Financial Planner (CFP)

Recruiter:

Merand Corbett & Associates

Job Ref:

CPT002205/CW

Date posted:

Thursday, April 9, 2026

Location:

Somerset West, South Africa

SUMMARY:

Our client is seeking an experienced Financial Planner to provide advice on investments, retirement planning, long-term insurance, and tax strategies. The role involves managing and growing a client base, delivering excellent service, and driving sales. Minimum requirements include a relevant tertiary qualification, RE5 exams, appropriate Class of Business accreditation, and at least 2 years’ experience on a Financial Planning practice license. CFP® designation is preferred.

POSITION INFO:
Minimum Requirements to Apply: Relevant tertiary qualification in Financial Planning, completion of RE5 exams, and appropriate Class of Business accreditation for Investments, Pension Fund Benefits, and Long-Term Insurance. Certified Financial Planner® Professional designation or currently working towards this designation (preferred). Minimum of 2 years' experience as a Representative on the license of a Financial Planning practice. Key Responsibilities: Provide advice on investments, retirement planning, long-term insurance, and tax strategies. Review and adjust financial plans as needed. Assist with growing the current client base through networking, prospecting, and lead generation. Conduct client consultations and drive sales. Deliver excellent client service and ongoing relationship management. * ONLY SHORTLISTED CANDIDATES WILL BE CONTACTED*

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