SUMMARY:
As a Senior Financial Planner, your role is to manage and grow a high-value client book.
POSITION INFO:
Senior Financial Planner
Take your financial advisory career to the next level full ownership of your client book
Newlands, Cape Town | Competitive Basic Salary + Commission
About Our Client
This well-established wealth advisory firm provides a premium platform for experienced financial planners to thrive. With a high-performing internal team, strong lead-generation support, and no interference in your client relationships, this is a space for advisors who want to scale their success with high-net-worth individuals.
The Role: Senior Financial Planner
As a Senior Financial Planner, your role is to manage and grow a high-value client book. You''ll work with high-net-worth individuals to provide tailored investment and financial planning solutions while maintaining full autonomy over your portfolio. You''ll have access to a robust internal support system and quality leads, giving you the tools to expand your assets under management and build lasting client relationships.
Key Responsibilities
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Bring at least 5 years of experience in financial planning or wealth management
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Manage and service an existing investment book of at least R50 million
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Retain full ownership of your client book no interference from the firm
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Engage and advise high-net-worth individuals (typically R20M+ portfolios)
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Grow assets under management via both company-provided leads and your own networks
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Conduct in-depth portfolio reviews and deliver trusted financial advice
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Collaborate with internal teams to ensure seamless service delivery
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Uphold the firm''s premium brand with a high level of professionalism
About You
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Minimum 5 years of experience as a Financial Planner or in wealth advisory
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Currently managing a book of at least R50 million
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Skilled at building trust with affluent clients and maintaining long-term relationships
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Confident in advising on portfolios of R20M and above
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Strong business development mindset and ability to leverage personal networks
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Professional, articulate, and service-oriented
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Driven, self-managing, and eager to scale within a non-corporate environment
