Our client, a successful Independent Financial Advisory specializing in local and offshore investments and financial planning, is looking for a financial planning professional to join their growing team. This role is highly suited for a qualified with 1 to 3 years of working experience in the fields of financial planning and investment advice. The successful applicant will step into a structured environment and receive a book of existing clients, as well as daily new prospective client leads. Our client offers a productive, supportive culture rooted in teamwork, continuous learning, and personal development.

Responsibilities:

- Work as part of a professional team based in our client’s Newlands office.
- Meet with prospective clients in person at the office or virtually via Zoom or Teams.
- Follow an established onboarding process to successfully bring on new clients.
- Advise existing and prospective clients on their investment portfolios.
- Provide dedicated advice to clients on offshore investing.
- Assist clients with wills, estate planning, and tax planning.
- Prepare and conduct comprehensive investment reviews for clients.




- Continuously learn about markets, various investment vehicles, and tax regulations.
- Handle client queries professionally and efficiently.
- Keep accurate and updated records of new and existing clients.

Monitor FICA compliance across client accounts.

Requirements:

- Minimum of 1 to 3 years of working experience as a financial planner.
- Essential experience in onboarding and servicing investment clients with a variety of investment vehicles.
- Full fluency (both speech and writing) in English and Afrikaans.
- A relevant degree is required; a BCom, BusSci, or Honours degree is preferable.
- Must have passed the RE5 regulatory exam.
- Applicants holding the Certified Financial Planner CFP qualification, or those currently studying towards it, will be given preference.
- Proficiency in MS Office applications, including Word, Excel, and PowerPoint.
- Excellent written and verbal communication skills.
- A strong ability to manage time effectively.
- An aptitude and drive for continued learning.

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