Client Portfolio Manager / Financial Planner

Placement Point; Cape Town; On-site; ZAR 30 000 - 60 000; Full time

Job summary

An established industry player is looking for a skilled Client Portfolio Manager / Financial Planner to join their team in Newlands. In this role, you'll collaborate with professionals to provide exceptional financial planning services. The ideal candidate will have a strong background in financial planning, excellent communication skills, and a commitment to ongoing learning. You'll engage with clients both virtually and in person, making a significant impact on their financial futures. If you're passionate about finance and eager to grow in a supportive environment, this opportunity is perfect for you.

Qualifications

• Minimum 3 years of experience as a financial planner.
• Must have passed the RE5 regulatory exam.
• CFP qualification preferred.

Responsibilities

• Work as part of a professional team.
• Meet with prospective clients virtually or in person.

Skills

Financial Planning

Communication Skills

Time Management

Fluency in English

Fluency in Afrikaans

Continued Learning

Education

BCom Degree

BusiSci Degree

Honours Degree

Tools

MS Office

Adobe PDF

Job description

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

Responsibilities:

1. Work as part of a professional team.
2. Meet with prospective clients (virtually via Zoom/Teams or in person at our offices).

Requirements:

1. Minimum 3 years of experience as a financial planner.
2. Fluent in English and Afrikaans (both speech and writing).
3. Relevant degree (BCom, BusiSci, Hons preferred).
4. Must have passed the RE5 regulatory exam.
5. Applicants with the Certified Financial Planner (CFP) qualification or those studying towards it will be preferred.
6. Proficiency in MS Office (Word, Excel, PowerPoint).
7. Excellent written and verbal communication skills.
8. Effective time management abilities.
9. Aptitude for continued learning.
10. Industry experience is essential.

Computer Literacy:

• MS Office (Outlook, Excel).
• Adobe PDF.
• Training will be provided on the in-house system.