Strategic Financial Planner: Client Portfolio Lead

University of Fort Hare; Cape Town; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A prominent educational institution in Cape Town is seeking a Senior Financial Planner to join their client-focused team. The ideal candidate will have over 3 years of experience in financial planning, investment advice, and must be fluent in English and Afrikaans. This role offers a book of existing clients along with prospective leads, providing an excellent opportunity for professional growth and strong remuneration potential.

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.

Skills

Client relationship management

Investment advice

Fluency in English

Fluency in Afrikaans

Communication skills

Organizational skills

Education

Relevant degree (BCom/BusSci/Hons preferred)

CFP qualification (or studying towards it)

Tools

MS Office (Word, Excel, PowerPoint)

Job description

A prominent educational institution in Cape Town is seeking a Senior Financial Planner to join their client-focused team. The ideal candidate will have over 3 years of experience in financial planning, investment advice, and must be fluent in English and Afrikaans. This role offers a book of existing clients along with prospective leads, providing an excellent opportunity for professional growth and strong remuneration potential.