Financial Planner | Cape Town

Duties & Responsibilities

The successful candidate will need to:

• Work as part of a professional team in our office in Newlands
• Meet with prospective clients (virtually via Zoom/Teams or in person at our offices)
• Follow an established onboarding process to bring on new clients
• Advise existing and prospective clients on their investment portfolios
• Advise clients on offshore investing
• Assist clients with tax planning, estate planning and wills
• Prepare and conduct investment reviews for clients
• Continuously learn about markets, tax regulations and different investment vehicles
• Handle client queries
• Keep records of new and existing clients
• Monitor FICA compliance

• Minimum 3 years working experience as a financial planner
• Be fluent (speech and writing) in English and Afrikaans
• Relevant degree (Bcom/BusSci/Hons preferable)
• Must have passed the RE5 regulatory exam
• Applicants with the Certified Financial Planner CFP® qualification (or studying towards the qualification) will be preferred
• Proficiency in MS Office including Word, Excel and Powerpoint
• Excellent written and verbal communication skills
• Have the ability to manage time effectively
• Have an aptitude for continued learning

Package & Remuneration

Basic salary per month depending on experience, plus commission and bonus incentives. The successful applicant will have the opportunity of a clear career path with significant remuneration growth prospects.