Financial Planner - Cape Town
Time Personnel Cape Town
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
- 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
Salary: Basic salary negotiable dependent on experience, plus commission and incentives.
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