Job Overview:

• Job Title – Financial Planner
• Location – Newlands, Cape Town,
• Salary – Basic salary R30 000.00 to R40 000.00 per month (depending on experience) plus commission and bonus incentives
• Industry – Financial Advisory

A client looking for a financial planning professional to join their growing team of Client Portfolio Managers. The role is ideal for a financial professional with 3-7 years’ working experience in the area of financial planning and investment advice. Experience in onboarding and servicing investment clients with different investment vehicles is essential. A book of existing clients and daily new prospective client leads will be provided. 

Company Background:

We are a successful Independent Financial Advisory specialising in local and offshore investments and financial planning. We are proud of our culture that supports a productive environment of teamwork, continuous learning and personal development.

Competencies Required:

The suitable candidate MUST possess:

• 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

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

Package & Remuneration:

• Basic salary R30 000.00 to R40 000.00 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.

Kindly DO NOT apply for this position if:

• You ARE NOT fluent in English and Afrikaans.

This description is a general statement of required major duties and responsibilities performed on a regular and continuous basis. It does not exclude other duties as assigned.