Western Cape: Financial Planner posted by Time Personnel

REQUIREMENTS

• Matric and a relevant tertiary qualification (BCom/BusSci/Hons preferred)
• Minimum 3 years’ experience as a Financial Planner
• Fluent in English and Afrikaans (spoken and written)
• RE5 qualification essential
• CFP® designation (or working towards it) advantageous
• Strong MS Office skills (Word, Excel, PowerPoint)
• Excellent communication and interpersonal skills
• Strong organisational and time management abilities
• Commitment to ongoing learning and professional development

KEY RESPONSIBILITIES

• Collaborate with a professional team based in Newlands
• Meet with new and existing clients (in-person or virtually)
• Follow structured onboarding processes for new clients
• Provide comprehensive investment and financial advice
• Assist clients with offshore investment strategies
• Support clients with tax, estate, and will planning
• Conduct portfolio and investment reviews
• Stay informed on markets, legislation, and financial products
• Handle client queries efficiently and maintain accurate records
• Ensure compliance with FICA and regulatory requirements

Salary: Basic salary negotiable dependent on experience, plus commission and incentives.
 
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