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Senior Financial PlannerTake your financial advisory career to the next level full ownership of your client bookNewlands, Cape Town | Competitive Basic Salary + CommissionAbout Our ClientThis well-established wealth advisory firm provides a premium platform for experienced financial planners to thrive. With a high-performing internal team, strong lead-generation support, and no interference in your client relationships, this is a space for advisors who want to scale their success with high-net-worth individuals.The Role: Senior Financial PlannerAs a Senior Financial Planner, your role is to manage and grow a high-value client book. Youll work with high-net-worth individuals to provide tailored investment and financial planning solutions while maintaining full autonomy over your portfolio. Youll have access to a robust internal support system and quality leads, giving you the tools to expand your assets under management and build lasting client relationships.Key ResponsibilitiesBring at least 5 years of experience in financial planning or wealth managementManage and service an existing investment book of at least R50 millionRetain full ownership of your client book no interference from the firmEngage and advise high-net-worth individuals (typically R20M+ portfolios)Grow assets under management via both company-provided leads and your own networksConduct in-depth portfolio reviews and deliver trusted financial adviceCollaborate with internal teams to ensure seamless service deliveryUphold the firms premium brand with a high level of professionalismAbout YouMinimum 5 years of experience as a Financial Planner or in wealth advisoryCurrently managing a book of at least R50 millionSkilled at building trust with affluent clients and maintaining long-term relationshipsConfident in advising on portfolios of R20M and aboveStrong business development mindset and ability to leverage personal networksProfessional, articulate, and service-orientedDriven, self-managing, and eager to scale within a non-corporate environment
https://www.jobplacements.com/Jobs/S/Senior-Financial-Planner-1244453-Job-Search-12-4-2025-5-49-24-AM.asp?sid=gumtree
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