Senior Financial Planner

Monthly Cost To Company (Market related, Negotiable)

Are you a financial planning professional looking to take the next step in your career? We are seeking a dynamic Senior Financial Planner (Client Portfolio Manager) to join a growing, client-focused team based in Newlands, Cape Town.
This is an excellent opportunity for a financial professional with 3–7 years’ experience in financial planning and investment advice who enjoys building long-term client relationships and delivering tailored financial solutions. You will be provided with both a book of existing clients and daily prospective leads , along with a clear career path and strong remuneration growth potential.

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 acros...