Senior Financial Planner

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 across local and offshore portfolios


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