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Financial Planner for HNW Clients & Offshore Investments
The Legends Agency
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cape town, South-Africa
Location
cape town
Posted
June 14, 2026
Commute
Local Area
Local Opportunity Near You!
This job is in your area. Enjoy a short commute and work close to home.
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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