Key Responsibilities:

Work as part of a skilled team based in the Newlands office.

Meet with prospective clients virtually via Zoom/Teams or in-person at the office.

Follow an established onboarding process to successfully integrate new clients.

Advise both existing and prospective clients on their investment portfolios, including offshore investing.

Assist clients with tax planning, estate planning, and wills.

Prepare and conduct regular investment reviews for clients.

Handle ongoing client queries and keep accurate records of new and existing clients.

Monitor and ensure strict FICA compliance.

Continuously learn about financial markets, tax regulations, and different investment vehicles.

Requirements:

A minimum of 3 years of working experience as a financial planner.





Proven experience in onboarding and servicing investment clients across different investment vehicles.

Fluency (both in speech and writing) in English and Afrikaans.

A relevant degree, with BCom, BusSci, or Honours preferred.

Successful completion of the RE5 regulatory exam.

Candidates with the Certified Financial Planner (CFP) qualification, or those currently studying towards it, will be given preference.

Proficiency in MS Office, including Word, Excel, and PowerPoint.

Excellent written and verbal communication skills.

Effective time management skills and a strong aptitude for continued learning.

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📌 Financial Planner | Newlands, Cape Town
🏢 The Uber Recruiter T/A The Recruitment Council
📍 Newlands