Cape Town: FINANCIAL PLANNER posted by CompitantCandidates

March 28, 2026 Jobs in Cape Peninsula

CompitantCandidates

Western Cape

Banking

Job Description

Overview

Our Client, an leader in the financial industry, is seeking for an experienced and clientcentric 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.

Education:

A financial qualification is essential (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.

Experience Required:

More than 3 year Estate Planning experience.

Skills:

Proficient in English and Afrikaans;
Excellent report writing skills (written communication skills);
Attention to detail / accuracy;
Analytical / technical;
Knowledge of risk products and providers.

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.

People:

Liaise closely with all stakeholders (i.e. Wealth Planners / Financial Advisors from Efficient Wealth, External brokers, Investment Consultants from Life and Asset Management Companies)

Administration:

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.

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Process:

3 Business days lead time in preparation of investment reports / proposals for Financial Advisors.

How to Apply

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

About Banking Jobs in Western Cape

The Western Cape is home to a thriving banking industry, with a diverse range of roles available across various sectors. Typically, the job market in this field is characterized by strong demand for skilled professionals, particularly in areas such as financial analysis and risk management. Generally, banks and financial institutions in the region offer competitive salaries and benefits packages to attract top talent.

The salary range for banking positions in the Western Cape can vary widely depending on factors such as experience, company size, and industry sector. Commonly, entry-level roles may command salaries ranging from R500 000 to R800 000 per annum, while senior positions can fetch salaries between R1 million to R3 million or more. However, it’s essential to note that these are broad estimates and actual salaries may differ significantly depending on individual circumstances.

Common skills required for banking roles in the Western Cape include proficiency in financial software, analytical thinking, communication skills, and attention to detail. Additionally, knowledge of financial markets, regulatory requirements, and risk management techniques is highly valued. Often, candidates with a degree in economics, finance, or accounting are well-suited for these types of roles.

The banking industry in the Western Cape commonly employs professionals from various sectors, including financial services, technology, manufacturing, and business services. The region’s strong economy and growing financial sector have created a high demand for skilled bankers and financial specialists.

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For those interested in pursuing a career in banking, it’s essential to consider opportunities for professional development and growth. Typically, banks offer training programs and mentorship schemes to help employees develop their skills and advance in their careers. Often, career progression paths may involve roles such as portfolio management, risk analysis, or business development, while senior positions can lead to executive-level appointments or entrepreneurship. By focusing on developing key skills and building a strong network, job seekers can increase their chances of success in this dynamic and rewarding field.

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

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