Menu Close

Cape Town City Centre: FINANCIAL PLANNER

Advertisement



Job Description

About the Role

A well-known company within the financial sector is seeking an Experienced Financial Planner to join their team. The ideal candidate will possess a strong background in finance, economics, or a related field, with relevant certifications and extensive experience in financial planning and wealth management.

Key Responsibilities

  • Conduct in-depth client interviews to assess financial needs, goals, and risk tolerance.
  • Develop and maintain strong, trust-based relationships with clients, serving as their primary financial advisor.
  • Regularly review client portfolios and update plans as circumstances or market conditions change.
  • Communicate complex financial concepts in clear, accessible language.
  • Develop comprehensive, customized financial plans tailored to individual client objectives.
  • Analyze existing assets, liabilities, cash flow, insurance coverage, and tax status.
  • Advise clients on investment opportunities, including stocks, bonds, mutual funds, and real estate.
  • Provide guidance on retirement, estate, education, and tax planning.
  • Recommend appropriate insurance products to manage risk.
  • Monitor market trends and adjust financial plans as needed.
  • Research and evaluate financial products and investment vehicles to align with client goals.
  • Implement strategies for asset allocation, diversification, and rebalancing.
  • Ensure compliance with regulatory requirements and ethical standards in all investment recommendations.

Requirements

  • Bachelor’s degree in Finance, Economics, Accounting, Business Administration, or a related field.
  • Relevant certifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or local equivalents.
  • Minimum of 5 years of experience in financial planning, wealth management, or a similar advisory role within the financial sector.

Qualifications

  • Formal education/certifications not specified.

Salary & Benefits

  • Salary range: Not specified.

How to Apply

Click the green “Go Apply” button below to apply directly online with the employer.

View Job  Cape Town City Centre: Business Administrator (UK Support)

About Accounting / Finance Jobs in Cape Town Region

In the Cape Town region, accounting and finance positions are typically found in various industries, including financial services, technology, and manufacturing sectors. The job market for these roles is generally stable, with a steady demand for skilled professionals to support business growth and development.

Accountants and finance specialists in Cape Town can expect salaries that range from R400 000 to R1 500 000 per annum, depending on factors such as level of experience, company size, industry sector, and specific job requirements. For example, entry-level positions may start at the lower end of this range, while senior roles or those in larger companies may command higher salaries towards the upper end. However, these figures are only general guidelines and actual salaries can vary significantly depending on individual circumstances.

Common skills required for accounting and finance roles in Cape Town include proficiency in financial software such as SAP or Xero, strong analytical and problem-solving skills, excellent communication and interpersonal skills, a solid understanding of tax laws and regulations, experience with budgeting and forecasting, and a degree in accounting or a related field. Other desirable skills may include knowledge of cloud-based technologies, data analysis tools, and industry-specific regulations.

The financial services sector is one of the largest employers of accountants and finance specialists in Cape Town, followed by technology and manufacturing industries. These sectors require professionals with a strong understanding of financial management, budgeting, and forecasting to support business growth and decision-making. Other industries that may employ accounting and finance staff include construction, tourism, and agriculture.

For those interested in pursuing a career in accounting or finance, there are many opportunities for professional development and advancement. Many companies in Cape Town offer training programs and mentorship schemes to help employees build their skills and expertise. Additionally, certifications such as the Certified Public Accountant (CPA) designation can be beneficial in enhancing career prospects. Overall, a strong foundation in accounting and finance, combined with relevant work experience and industry-specific knowledge, can lead to a successful and rewarding career in this field.

View Job  Cape Town: Sales Promoter - Urgently Needed posted by Nissi Healthcare


This information provides general career guidance. Actual salaries and requirements vary by employer.



GO APPLY NOW

Safe & secure application process

Advertisement


Advertisement



Get Similar Job Alerts
Enter your WhatsApp number (e.g., +27740908132)
You'll receive alerts for new jobs in Cape Town City Centre, Cape Town Region


Job Seeker Tip

Keep copies of job descriptions for positions you apply to - they're useful for interview prep.

How to Apply

Click “GO APPLY NOW” to visit the company’s application page.
Follow their instructions carefully.

JVR Jobs connects you with employers – we don’t process applications directly.

Latest Job Opportunities

Kempton Park: Senior Marketing Manager posted by Hire Resolve

Jobs in East Rand March 12, 2026
Computer Hire Resolve Other IT

A private hospital is looking for a Senior Marketing Manager to join their team in Johannesburg, GP. Senior Marketing Manager…

View Job  Midrand: Financial Accountant posted by Network Finance
View Job

Alberton: Group Chief Operating Officer posted by Hire Resolve

Jobs in Alberton March 12, 2026
Computer Hire Resolve Other IT

A high-growth, founder-led national retail group operating across telecommunications retail, direct sales, digital channels, and enterprise segments. With a...

View Job

Cape Town: Senior Paid Media Executive (Social & Search) posted by Hire Resolve

Jobs in Cape Peninsula March 12, 2026
advertising Hire Resolve Media Sales

A digital marketing agency and technology platform that specializes in optimizing paid search and social media campaigns for e-commerce brands…

View Job

Cape Town: Database and Lead Generation Specialist posted by Hire Resolve

Jobs in Cape Peninsula March 12, 2026
Hire Resolve Marketing

We are looking for a proactive and detail-oriented Database & Lead Generation Specialist to join our team. This role is…

View Job

Johannesburg: Full Stack Senior Developer posted by Hire Resolve

Jobs in Central Johannesburg March 12, 2026
Computer Hire Resolve Other IT

Role OverviewAn established technology-driven organization is seeking a Senior Full Stack Developer to design, build, and deploy scalable applications using...

View Job

Durbanville: Creditors Controller posted by Hire Resolve

Jobs in Cape Peninsula March 12, 2026
Accounting Hire Resolve Other Finance

A leading Construction company is looking for an experienced Creditors Controller to join their team in Cape Town. This is…

View Job

Browse Employers

View All

Job Alerts


Share this to someone who needs a job:
Posted in Jobs in Cape Peninsula, Jobs in Cape Town City Centre, Jobs in Cape Town Region

More Jobs in Your Area