Cape Town City Centre: FINANCIAL PLANNER

April 28, 2026 Jobs in Cape Peninsula

Job Description

About the Role

Our Client, a leading financial services company, is seeking an experienced and client-centric Financial Planner specialising in Estate Planning to join their advisory team. This role focuses on helping clients structure, protect, and transfer wealth efficiently across generations. The ideal candidate combines deep technical expertise with strong interpersonal skills, offering holistic guidance that aligns financial planning, tax considerations, and legacy objectives.

Key Responsibilities

Consolidate and summarize all policies and investments.
Prepare required financial calculations.
Highlight the tax implications in the event of death or on risk benefits.
Prepare comprehensive estate and risk analyses.
Identify appropriate investment vehicles and structures to minimize estate duty.
Assess the client’s capital and income needs in the event of death, disability, severe illness, or retirement.
Determine potential capital and income shortfalls.
Analyse the client’s estate and current investments, and recommend suitable investment vehicles.
Liaise closely with all stakeholders (i.e. Wealth Planners / Financial Advisors from Efficient Wealth, External brokers, Investment Consultants from Life and Asset Management Companies).
Advise Wealth Planners on investment options and tax implications at death.
Draft reports, including tax implications, calculations, estate plans, and annexures as instructed by the Wealth Planner.
Provide additional assistance to Wealth Planners after the presentation of reports, when necessary.
Recommend suitable products and investment structures.
Monitor and track relevant legislation applicable to estate planning.
Prepare ad hoc risk cover reports when requested by the Wealth Planner.

Requirements

A financial qualification (e.g. B Com finance, accounting, investment management).
A Post Graduate diploma in Financial Planning and registered as a Certified Financial Planner (CFP) is essential.
An Advanced diploma in Estate Planning would be advantageous.
More than 3 years of experience in Estate Planning.

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Qualifications

Formal education/certifications not specified.

Salary & Benefits

Not mentioned in the original job description.

How to Apply

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

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.

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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.

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

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