💼 Full-Time Position

Financial Planner for HNW Clients & Offshore Investments

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The Legends Agency
📍 cape town, western cape, South-Africa
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Location
cape town, South-Africa
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Posted
June 28, 2026
⏰
Type
Full-Time
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Full-Time Opportunity: This is a permanent, full-time position with a competitive package and real career growth potential.

Job Description

A leading investment advisory firm in Cape Town seeks an experienced Financial Planner to provide tailored financial advice and exceptional client service. You will work closely with high-net-worth clients, creating investment strategies and holistic financial plans, including tax and estate advice. The ideal candidate has 3-5 years of experience in financial planning, relevant tertiary qualifications, and fluency in English and Afrikaans. This role offers a competitive salary and bonus incentives.
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