Cape Town City Centre: Financial Planner

December 4, 2025 Jobs in Cape Peninsula

Job Description

Key Responsibilities Acquire new clients and offer investment and assurance solutions. Conduct financial needs analyses and annual client reviews. Provide personalised financial advice and solutions. Build and grow a sustainable long-term client base. Requirements BCom in Finance, Economics, or related field. CFP® designation (or currently studying towards one). Financial planning experience, preferably at a leading bank or assurance company. RE5 and out of supervision. Must bring clients or a revenue-generating book. To apply, email your CV to:

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