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Client Portfolio Manager / Financial Planner

Cape Town
Salary: R30 000.00 - R40 000.00 Per Month
Job Type: Permanent
Sectors: Investment Finance Management
Reference: IOCPMFP

Apply before Jul 04 2025 | 11 Days left

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Vacancy Details

Employer: Placement Point (Pty) Ltd

A well establish investment firm based in Newlands is seeking a Client Portfolio Manager / Financial Planner.

Duties:

•    Work as part of a professional team i
•    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 existingclients

Candidate Requirements

Requirements:

•    Minimum 3 years working experience as a financial planner
•    Be fluent (speech and writing) in English and Afrikaans
•    Relevant degree (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
•    Must be experience from the industry

Computer Literacy: