TRAFFIC
Western Cape
Senior Financial Planner & Client Portfolio Lead
University of Fort Hare
South African Rand . ZAR 200,000 - 300,000
Job Description
A leading university in South Africa is seeking a Senior Financial Planner (Client Portfolio Manager) based in Cape Town. This role requires a financial planning professional with 3-7 years of experience who enjoys building long-term client relationships and delivering tailored financial solutions. You will engage with clients, provide investment advice, and assist with tax and estate planning. Strong organizational and communication skills are essential, along with relevant qualifications and proficiency in MS Office.
About This Role
Career insights for Financial Managers positions
Salary Benchmark
R53,588/month
R39,825 to
R73,560/month
Source: WageIndicator ZAR data
Job Outlook
This career will grow rapidly in the next few years.
Key Skills for This Role
Active Listening
Critical Thinking
Reading Comprehension
Speaking
Monitoring
Common Technologies
Microsoft Dynamics 365
Oracle PeopleSoft Cloud
SAP S/4HANA
Microsoft PowerPoint 365
Microsoft SQL Server 2022
Oracle Database 23c
SQL
Alteryx Analytics Cloud
Related Career Paths
Job Overview
Date Posted
27 Feb 2026
Salary
South African Rand . ZAR
200,000 - 300,000
Location
Western Cape, South Africa
Financial Managers Insights
Median Salary (ZAR)
R53,588/month
Job Outlook
This career will grow rapidly in the next few years.