Salaried Financial Planner

Recruiter:

Call Centre Staffing

Job Ref:

CPT001808/FK

Date posted:

Friday, April 25, 2025

Location:

Newlands, South Africa

Salary:

R30 000

SUMMARY:
Our client, a reputable Independent Financial Advisory firm with a focus on both local and offshore investments, is seeking a skilled Financial Planning Professional to join their expanding team of Client Portfolio Managers.
This opportunity is ideal for candidates with at least 5 years of experience in financial planning and investment advisory services. The successful candidate will have a proven track record in onboarding and managing investment clients, with hands-on experience across a variety of investment vehicles.

POSITION INFO:
Duties & Responsibilities:

Meet with prospective clients (virtually via Zoom/Teams or in person at our offices).
Follow an established onboarding process to bring on new clients.
Advise existing and prospective clients on their investment portfolios.
Advise clients on offshore investing.
Assist clients with tax planning, estate planning and wills.
Prepare and conduct investment reviews for clients.
Continuously learn about markets, tax regulations and different investment vehicles.
Handle client queries.
Keep records of new and existing clients.
Monitor FICA compliance.

Key Competencies:

Minimum 3 years working experience as a financial planner.
Relevant degree in Finance (Bcom/BusSci/Hons preferable)
Must have passed the RE5 regulatory exam.
Applicants with the Certified Financial Planner CFP® qualification (or studying towards the qualification) will be preferred.
Proficiency in MS Office including Word, Excel and Powerpoint.
Excellent written and verbal communication skills.
Have the ability to manage time effectively.
Have an aptitude for continued learning.

Similar jobs you might be interested in:

Financial Advisor - Long-Term Insurance/investments /short term insurance /holistic financial planning
Location: Cape Town
Salary:
28 days ago

Financial & Sales Planning Analyst (SAICA)
Location: Cape Town
Salary:
58 days ago

Financial Accountant
Location: Cape Town
Salary: Annually
Take the next step in your career and join our esteemed client who is looking for a financial Accountant to join their dynamic team in Cape Town (Northern Suburbs).
Today

FINANCIAL MANAGER / SENIOR ACCOUNTANT
Location: Bellville
Salary:
SENIOR ACCOUNTANTLocation: BellvilleOur client, an internationally recognised leader in the agricultural sector with farms and packhouses across the Western Cape, currently has a vacancy for a Senior Accountant at their head office in Bellville. This role reports directly to the CFO.
1 day ago

Salaried Financial Planner
Location: Newlands
Salary: R30 000
Our client, a reputable Independent financial Advisory firm with a focus on both local and offshore investments, is seeking a skilled financial planning Professional to join their expanding team of Client Portfolio Managers.This opportunity is ideal for candidates with at least 5 years of experience in financial planning and investment advisory services. The successful candidate will have a proven...
4 days ago

Junior Supply Chain Analyst | Cape Town | Upmarket Tobacco Retailer
Location: Capetown
Salary: R30,000 to R40,000
We are looking for Junior Supply Chain Analyst to join our team. To be successful in this role, you should feel comfortable using data to influence others and building scalable systems and processes to allow for the company to grow.
4 days ago

Financial Manager
Location: Cape Town
Salary:
A well-established and dynamic group of companies based in Cape Town is seeking an experienced and driven financial Manager to lead and manage the full finance function. This is a key leadership role reporting directly to executive management, offering the opportunity to influence strategic financial decisions across multiple business entities.
4 days ago

PARA-PLANNER - BELLVILLE
Location: Bellville
Salary: Market related
To assist in the implementation of clients' financial planning and investment instructions.
6 days ago

Financial Manager
Location: Capetown
Salary: R 100 000.00 per month plus benefits
An exciting position in the Northern Suburbs of Cape Town for an experienced financial Manager to manage this Manufacturing Company''s financial records.
6 days ago

CFO
Location: Durbanville
Salary:
CHIEF financial OFFICER (CFO)Bellville Our client, Africa’s leading cloud CX & contact centre provider, delivers advanced customer engagement solutions that drive business growth and operational efficiency. Currently they have an excellent opportunity available for a Chief financial Officer at their head offices in the Tygervalley area of Bellville. RESPONSIBILITIES:financial P...
6 days ago