Search our Listings

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 professional 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.