Financial Planner
Join a trusted, growth-focused investment advisory delivering expert financial guidance to high-net-worth clients.
Rondebosch, 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 estate, tax, and offshore investment advice. This role is ideal for someone who thrives in a client-facing, analytical, and growth-oriented environment.
Key Responsibilities
Engage with new and existing clients through in-person or virtual consultations
Conduct comprehensive financial planning and investment analysis
Onboard new clients following an established process
Advise clients on local and offshore investment strategies
Assist clients with tax planning, estate planning, and wills
Prepare and present regular investment review reports
Stay up to date with market trends, tax regulations, and investment products
Maintain accurate records and ensure FICA compliance
About You
Minimum 3 to 5 years of experience as a Financial Planner or Investment Advisor
Relevant tertiary qualification (BCom, BusSci, or Honours preferred)
Passed the RE5 Regulatory Exam (essential)
Certified Financial Planner (CFP®) designation or currently studying towards it (advantageous)
Proficient in MS Office Suite (Word, Excel, PowerPoint)
Fluent in both English and Afrikaans (written and spoken)
Excellent communication, analytical, and relationship-building skills
Self-motivated, organised, and committed to continuous learning
Welcome to The Legends Agency!
We are a premier Employer of Record (EOR) partner dedicated to helping global businesses build and manage exceptional teams in South Africa.
Our comprehensive, full-service solutions empower organizations to navigate the complexities of local employment while ensuring compliance, efficiency, and cost-effectiveness.
At The Legends Agency, we specialize in connecting international companies with top talent in South Africa, streamlining the hiring process, and managing payroll, compliance, and benefits seamlessly.
Our commitment to excellence ensures that our clients can focus on their core business while we handle the intricacies of workforce management.
Whether you’re looking to expand your team or establish a presence in the region, we provide tailored solutions that meet your unique needs. Let us help you create a legendary team that drives success and innovation.
We can save you money on salaries and social premiums and provide you with skilled English-speaking talent.
Explore more about our services at www.the-legends-agency.com or Mail us for details anthony.kettle@the-legends-agency.com.
