Western Cape: Senior Financial Planner posted by Manpower Group

Key Responsibilities

• Engage with new and existing clients, both virtually and in person
• Onboard new clients through a structured process
• Provide financial and investment advice across local and offshore portfolios
• Assist clients with tax, estate planning, and wills
• Conduct regular investment reviews and client meetings
• Keep up to date with markets, tax regulations, and investment vehicles
• Handle client queries and maintain accurate client records
• Ensure FICA compliance

Requirements

• Minimum 3 years’ experience as a Financial Planner
• Fluency in English and Afrikaans (spoken and written)
• Relevant degree (BCom/BusSci/Hons preferred)
• RE5 regulatory exam completed
• CFP® qualification (or studying towards it) highly advantageous
• Proficiency in MS Office (Word, Excel, PowerPoint)
• Strong communication, organisational, and time management skills
• Commitment to continuous learning and professional growth

Please note that only suitable candidates will be contacted.