Salaried Financial Planner

Recruiter: The Recruitment Council

Job Ref: Salaried Financial P..

Date posted: Tuesday, August 4, 2026

Location: Cape Town, South Africa

Salary: Market Related

SUMMARY: Salaried Financial Planner

POSITION INFO: Our client is a highly successful and growing Independent Financial Advisory based in Newlands, Cape Town, specialising in local and offshore wealth management. They pride themselves on a collaborative, high-performance team culture that actively supports continuous learning and personal career growth. Unlike traditional commission-only environments, our client offers a competitive basic salary, an established client book, and a daily stream of prospective client leads. Key Responsibilities Meet with prospective and existing clients (virtually via Teams/Zoom or in person). Follow established onboarding processes to welcome and service new investment clients. Provide holistic financial advice covering local and offshore investment portfolios, tax planning, estate planning, and wills. Prepare and conduct structured investment reviews. Manage ongoing client queries, record-keeping, and FICA compliance with high attention to detail. Stay up to date with market trends, tax regulations, and investment vehicles. Requirements & Qualifications Experience: Minimum 3-7 years of experience as a Financial Planner / Investment Advisor. Education: Relevant tertiary degree (BCom, BBusSci, or Honours strongly preferred). Certifications: Must have passed the RE5 regulatory exam. CFP® designation (or actively studying towards it) is highly preferred. Languages: Fully fluent in English and Afrikaans (written and verbal). Tech Skills: Proficient in MS Office (Word, Excel, PowerPoint) and comfortable with virtual meeting platforms. Core Skills: Strong time management, exceptional communication skills, and an aptitude for continuous learning. What's in it for You? Guaranteed Income + Upside: Stable monthly basic salary paired with uncapped commission and bonus potential. Zero Cold Calling: Access to an existing client book and warm daily incoming leads. Career Growth: A clear, structured career path designed for long-term financial growth. Great Culture: Work alongside a professional, supportive team in a modern office environment.