Job Title : Client Relationship Coordinator

ManpowerGroup; Cape Town; On-site; ZAR 450 000 - 600 000; Full time

Job summary

A financial services company in Cape Town is seeking an experienced Financial Planner to engage with clients and provide tailored financial and investment advice. Candidates should have a minimum of 3 years of experience, relevant qualifications, and proficiency in both English and Afrikaans. The role emphasizes strong communication and organizational skills, with a commitment to professional growth.

Qualifications

• Minimum 3 years’ experience as a Financial Planner.
• RE5 regulatory exam completed.
• Commitment to continuous learning and professional growth.

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.

Skills

Fluency in English

Fluency in Afrikaans

Strong communication skills

Organisational skills

Time management skills

Education

Relevant degree (BCom / BusSci / Hons preferred)

CFP® qualification (or studying towards it)

Tools

MS Office (Word, Excel, PowerPoint)

Job description

Detail : 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

Requirements

• 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