Financial Planner

Join a trusted, growth-focused investment advisory delivering expert financial guidance to high-net-worth clients. Newlands, Cape Town | R30,000 Basic + Excellent Commission + Bonus Incentives | 8:30am to 5:00pm

About Our Client

Our client is an established Independent Financial Advisory based in Newlands, specialising in both local and offshore investment planning. Their reputation is built on trust, transparency, and technical expertise. With a supportive culture that values teamwork, ongoing learning, and professional development, they empower their advisors to deliver world‑class investment and financial planning solutions.

The Role: Financial Planner

As a Financial Planner, you'll join a high‑performing team dedicated to delivering tailored financial advice and exceptional client service. You'll work closely with clients to design and implement investment strategies, onboard new investors, and provide holistic financial planning, including es...