Financial Planner
The Legends AgencyCape Town, Western Cape, South Africa
Posted January 5, 2026
Full Time
About the Company
Our client is an established Independent Financial Advisory based in Newlands, specialising in both local and offshore investment planning.
Job Description
Join a trusted, growth-focused investment advisory delivering expert financial guidance to high-net-worth clients. As a Financial Planner, you'll join a high-performing team dedicated to delivering tailored financial advice and exceptional client service.
Requirements
- 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
Benefits
- Excellent Commission
- Bonus Incentives