Salaried Financial Planner

Cape Town
Salary: R29 000.00 - R30 000.00 Per Month
Job Type: Permanent
Sectors: Investment Finance
Benefits: Bonus Desk is provided, Commission, Leads are provided, and appointments will be booked on your behalf
Reference: IOCPMFP

Apply before Jan 04 2026 | 26 Days left

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Vacancy Details

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

Duties:

Work as part of a professional team of 12 people, Office based in Newlands
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
Candidate to continuously learn about markets, tax regulations and different investment vehicles
Handle client queries
Keep records of new and existing

Requirements:

Graduate from University with Bcom (Finance)
Just out of uni or para planner would also be considered
1 or 2 years post grad benificial
Looking for someone who is wanting to launch their career and be developed to a Certified Financial Planner
Be fluent (speech and writing) in English and Afrikaans NON NEGOTIABLE
Proficiency in MS Office including Word, Excel and Powerpoint
Excellent written and verbal communication skills
Have the ability to manage time effectively
Inteligent
Must be confident to handle portfolios in the millions
Must be well groomed and presented due to high network clients