Financial Planner - Newlands, Cape Town - R25 000 - R30 000 Basic excluding commission, 13th cheque An opportunity to join an Independent Financial Advisory as an in-office Financial Planner in Newlands, Cape Town.About Our Client Our client is an Independent Financial Advisory specialising in local and offshore investments and financial planning. They support a culture of teamwork, continuous learning and personal development. They are looking for a financial planning professional to join their team of Financial Planners. The Role: Financial Planner The purpose of the role is to onboard and service investment clients with different investment vehicles, working as part of a professional team. The role is for a financial professional with 3-5 years working experience in the area of financial planning and investment advice. Key Responsibilities Apply 3-5 years of working experience in financial planning and investment advice to onboard and service clients. Work as part of a professional team in the office in Newlands from 8:30 - 5pm, Monday to Friday. Meet with prospective clients virtually via Zoom/Teams or in person at the offices. Follow an established onboarding process to bring on new clients. Advise existing and prospective clients on their investment portfolios and offshore investing. Assist clients with tax planning, estate planning and wills. Prepare and conduct investment reviews for clients. Monitor FICA compliance and keep records of new and existing clients. About You Minimum of 3 to 5 years of working experience as a financial planner, including experience in onboarding and servicing investment clients with different investment vehicles. Must have a CFP qualification. Must have passed the RE5 regulatory exam. Fluent in speech and writing in Afrikaans and English. Hold a relevant degree, with Bcom/BusSci/Hons preferable. Proficient in MS Office including Word, Excel and Powerpoint. Demonstrate excellent written and verbal communication skills alongside the ability to manage time effectively. Have an aptitude for continued learning.