Cape Town: Financial Planner (12 – month contract) posted by Isilumko Staffing

September 20, 2025 Jobs in Cape Peninsula

Cape Town: Financial Planner (12 – month contract) posted by Isilumko Staffing

Posted on 2025-09-20 00:00:00

Employer	Isilumko Staffing
Category	Banking
Location	Western Cape / Cape Town

Job Summary

Job Responsibilities

Client Engagement:

Respond to client needs by offering the right service and solution.
Build client trust by applying your expertise and experience to do good for your client.
Educate clients and potential clients on how to subscribe and service their account.
Treat clients with respect, build trust, show care and humility in all client interactions.
Help clients achieve their goals and grow financially.
Own the client request end to end and route for alternative intervention if not equipped to service the client.
Entrench clients and deliver value through cross selling.
Facilitate the sales process by informing clients of the product features and benefits.
Document client needs analysis and provide corresponding product solutions.
Obtain referrals from existing clients as well as leads from other business units.
Build, maintain and retain client relationships by keeping clients informed of progress or action taken
regarding their applications, queries, and requests.
Educate clients on the use of, secure, alternative, cost effective, time saving and convenient self-service
channels.
Collaborate with internal stakeholders to provide complete financial solutions for clients.
Ensure great client experiences by making the client feel welcome, listened to, and owning and solving their
financial problems.
Ensure clients are onboarded in line with company product strategy, policy, and procedure.
Act with a client first mindset in all client engagements.

Goals:

Contribute to the success of the company through meeting your service excellence, teamwork and personal
development goals whilst adhering to security, operational and compliance procedures, and
policies.
Develop, retain, and grow the business by delivering against individual and team goals that support a
positive client experience.
Increase market share of primary clients by entrenching clients through needs discussions, salary and
debit order switching as well as enrolling clients on the various digital platforms.
Identify and resolve work obstacles and problems through participating in team meetings, sharing
information and reviewing performance against targets and standards.
Ensure all sales activities are completed to plan, progress reviewed, and corrective action taken.
Support the achievement of the sales and service strategy objectives and values.
Enable strategy of being financial experts who do good.
Covert leads into sustainable business in a responsible manner.

View Job Western Cape: Full Stack Developer posted by Communicate Finance

Risk and Compliance:

Mitigate risks and meet legislative requirements (e.g. FICA, FAIS and Letter of Authority) by being accredited
and updating and maintaining client information.
Report suspicious transactions to the relevant department.
Keep abreast of legislation and other industry changes that impacts on role by reading the relevant
newsletters, communications, and training material.
Manage risk by meeting technical, company standards, practices, and resource management.
Be a responsible employee by being compliant to policies, controls, regulations, and banking
legislation.

Essential Qualifications – NQF Level

Matric / Grade 12 / National Senior Certificate
Advanced Diplomas/National 1st Degrees

Preferred Qualification

Banking Services (example, Higher Certificate in Banking Services – NQF5)

Minimum Experience Level

2-3 years working experience as a Client Services Consultant within the Asset Management industry.
Experience with Investments/Pension Funds/Retirement Fund in an Asset Management Business.
A sound technical understanding of Collective Investment Schemes and Retirement product.

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