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*

NB! This job is now closed. You can apply for other jobs by uploading your CV.

Similar jobs you might be interested in:

Financial Adviser (Independent)
Location: Cape Town
Salary:
6 days ago

FINANCIAL ADVISOR
Location: Cape Town
Salary: Market related
Assist clients in creating comprehensive financial plans tailored to their specific needs and goals.
9 days ago

Paraplanner | Cape Town
Location: Capetown
Salary: Market Related
Paraplanner | Cape Town
34 days ago

Financial Planner - Newlands, Cape Town - R25 000 - R30 000
Location: Capetown
Salary: Market-related
Basic excluding commission, 13th cheque An opportunity to join an independent financial Advisory as an in-office financial planner in Newlands, Cape Town.
55 days ago

SAICA Trainee Accountant
Location: Stellenbosch
Salary: Market related
Audit Trainees sought for a professional accounting and advisory team based in Stellenbosch.
3 days ago

Night Receptionist
Location: Cape Town
Salary:
5 days ago

Quantitative Analyst
Location: Cape Town
Salary:
Our client is looking for a Quantitative Analyst to join their collaborative and fast-growing team.
5 days ago

Audit Manager
Location: Cape Town
Salary:
#SHIFTINTOHIGHCAREER by joining an Accounting Firm that seeks the expertise of an Audit Manager
5 days ago

Audit Senior
Location: Cape Town
Salary:
#SHIFTINTOHIGHCAREER by joining an Accounting Firm that seeks the expertise of an Audit Senior
5 days ago

Accounting Clerk
Location: Cape Town
Salary:
#SHIFTINTOHIGHCAREER by joining an Accounting Firm that seeks the expertise of an Article Clerk
5 days ago