Financial Planner

Time Personnel; Cape Town; On-site; ZAR 200,000 - 300,000; Full time

Job summary

A well-established finance firm in Cape Town is seeking an experienced Financial Planner to provide comprehensive investment advice and assist clients with their financial goals. This role offers a negotiable salary plus commission, and requires a minimum of 3 years’ experience along with fluent English and Afrikaans. The ideal candidate will have strong interpersonal skills and a commitment to professional development.

Qualifications

• Minimum 3 years’ experience as a Financial Planner.
• Commitment to ongoing learning and professional development.

Responsibilities

• Collaborate with a professional team based in Newlands.
• Meet with clients in-person or virtually.
• Provide comprehensive investment and financial advice.
• Assist clients with offshore investment strategies.

Skills

Fluent in English

Fluent in Afrikaans

Strong MS Office skills

Excellent communication skills

Strong organisational abilities

Time management

Education

Matric and relevant tertiary qualification (BCom/BusSci/Hons preferred)

RE5 qualification

CFP® designation (or in progress)

Job description

Financial Planner job vacancy in Cape Town.

Are you an experienced financial planning professional ready to take the next step in your career?
Our client, a well-established firm based in the Southern Suburbs, is looking for a proactive and client-focused Financial Planner to join their team.

The ideal candidate is passionate about guiding clients through complex financial decisions, building long-term relationships, and helping them achieve their financial goals.

You’ll have access to an existing client base and a steady flow of quality leads—enabling you to concentrate on providing sound advice, delivering exceptional service, and expanding your portfolio.

Salary: Basic salary negotiable dependent on experience, plus commission and incentives.

Requirements

• Matric and a relevant tertiary qualification (BCom/BusSci/Hons preferred)
• Minimum 3 years’ experience as a Financial Planner
• Fluent in English and Afrikaans (spoken and written)
• RE5 qualification essential
• CFP® designation (or working towards it) advantageous
• Strong MS Office skills (Word, Excel, PowerPoint)
• Excellent communication and interpersonal skills
• Strong organisational and time management abilities
• Commitment to ongoing learning and professional development

Duties and Responsibilities

• Collaborate with a professional team based in Newlands
• Meet with new and existing clients (in-person or virtually)
• Follow structured onboarding processes for new clients
• Provide comprehensive investment and financial advice
• Assist clients with offshore investment strategies
• Support clients with tax, estate, and will planning
• Conduct portfolio and investment reviews
• Stay informed on markets, legislation, and financial products
• Handle client queries efficiently and maintain accurate records
• Ensure compliance with FICA and regulatory requirements