Senior Financial Planner & Client Portfolio Lead

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.