Senior Wealth Planner for High-Net-Worth Clients

The Legends Agency; Cape Town; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A trusted investment advisory firm in Cape Town is seeking a Financial Planner to deliver expert financial guidance to high-net-worth clients. You'll design and implement investment strategies while providing holistic financial planning services. The ideal candidate has 3-5 years of experience, relevant qualifications, and excellent communication skills. This role offers a basic salary of R30,000 plus commission and bonuses in a supportive, growth-focused environment.

Qualifications

• Minimum 3 to 5 years of experience as a Financial Planner or Investment Advisor.
• Excellent communication, analytical, and relationship-building skills.
• Self-motivated, organised, and committed to continuous learning.

Responsibilities

• Engage with new and existing clients through in-person or virtual consultations.
• Conduct comprehensive financial planning and investment analysis.
• Advise clients on local and offshore investment strategies.

Skills

Client engagement

Financial analysis

Investment advice

Tax planning

Communication

Education

Relevant tertiary qualification (BCom, BusSci, Honours)

Passed the RE5 Regulatory Exam

CFP® designation or studying towards it

Tools

MS Office Suite

Job description

A trusted investment advisory firm in Cape Town is seeking a Financial Planner to deliver expert financial guidance to high-net-worth clients. You'll design and implement investment strategies while providing holistic financial planning services. The ideal candidate has 3-5 years of experience, relevant qualifications, and excellent communication skills. This role offers a basic salary of R30,000 plus commission and bonuses in a supportive, growth-focused environment.