Location
Port Elizabeth
Posted
June 17, 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
Detail:
Engage with new and existing clients, both virtually and in person
Onboard new clients through a structured process
Provide financial and investment advice across local and offshore portfolios
Assist clients with tax, estate planning, and wills
Conduct regular investment reviews and client meetings
Keep up to date with markets, tax regulations, and investment vehicles
Handle client queries and maintain accurate client records
Ensure FICA compliance Minimum 3 years’ experience as a Financial Planner
Fluency in English and Afrikaans (spoken and written)
Relevant degree (BCom/BusSci/Hons preferred)
RE5 regulatory exam completed
CFP® qualification (or studying towards it) highly advantageous
Proficiency in MS Office ...
Key Responsibilities
Requirements