Financial Planner

About the role

We are looking for a motivated Financial Planner to join our Cape Town team. You will operate within a supportive, technology‑driven environment, helping clients achieve their financial objectives while building your own independent practice.

Key responsibilities

• Meet prospective and existing clients to understand their financial needs and goals.
• Develop and present tailored investment, retirement and estate‑planning recommendations.
• Implement financial solutions and regularly review client portfolios.
• Maintain compliance with industry regulations and professional standards.
• Grow a client base through networking and relationship management.

Required profile

• Residency in the Western Cape.
• Tertiary education in finance, entrepreneurship, law, commerce, marketing or a related field.
• Valid driver’s licence, own vehicle, and a clear criminal and credit record.
• Willingness to pass required professional examinations and uphold high integrity.

Required skills

What we offer

• R10,000 startup stipend for new‑to‑industry planners.
• Medical aid and 70 % corporate benefits.
• Uncapped commission structure.
• Professional development, accreditation and world‑class training.