Senior Financial Planner (Client Portfolio Manager)
Job Description
Monthly Cost To Company (Market related, Negotiable)
Are you a financial planning professional looking to take the next step in your career? We are seeking a dynamic Senior Financial Planner (Client Portfolio Manager) to join a growing, client-focused team based in Newlands, Cape Town. This is an excellent opportunity for a financial professional with 3-7 years' experience in financial planning and investment advice who enjoys building long-term client relationships and delivering tailored financial solutions. You will be provided with both a book of existing clients and daily prospective leads, along with a clear career path and strong remuneration growth potential.
Key Responsibilities- Engage with new and existing clients, both virtually and in person
- Onboard new clients through a structured process
- Provide financial and investment advice across local and offshore portfolios
- Assist clients with tax, estate planning, and wills
- Conduct regular investment reviews and client meetings
- Keep up to date with markets, tax regulations, and investment vehicles
- Handle client queries and maintain accurate client records
- Ensure FICA compliance
- Minimum 3 years' experience as a Financial Planner
- Fluency in English and Afrikaans (spoken and written)
- Relevant degree (BCom/BusSci/Hons preferred)
- RE5 regulatory exam completed
- CFP qualification (or studying towards it) highly advantageous
- Proficiency in MS Office (Word, Excel, PowerPoint)
- Strong communication, organisational, and time management skills
- Commitment to continuous learning and professional growth
Please note that only suitable candidates will be contacted.
About This Role
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