Job Specification: Certified Financial Planner and Advisor (CFP)
Position: Certified Financial Planner and Advisor (CFP)
Location: Malmesbury, Bellville, or Swellendam, Western Cape
Salary: R25 000 per month

About the Opportunity

Our client within the Financial Services industry is seeking a driven, professional, and client-focused Certified Financial Planner and
Advisor (CFP) to join their established team.

This is an excellent opportunity for a financial planning professional who is passionate about helping clients achieve their long-term financial goals through sound financial advice and strategic planning.

The successful candidate will become part of a collaborative and supportive environment built on integrity, trust, professionalism, and a commitment to delivering exceptional client service.

Key Responsibilities

• Provide comprehensive financial planning and advisory services to clients.
• Conduct detailed financial needs analyses and develop tailored financial strategies.
• Advise clients on investments, retirement planning, risk management, estate planning, and wealth creation.
• Build and maintain long-term client relationships through ongoing support and regular reviews.
• Ensure compliance with industry regulations, company policies, and professional standards.
• Stay informed of market trends, legislative changes, and financial planning developments.
• Identify opportunities to grow and expand the client portfolio through networking and referrals.
• Prepare and present financial reports, recommendations, and planning solutions.

Minimum Requirements

• Certified Financial Planner (CFP) designation (essential).
• Relevant qualification in Financial Planning, Finance, Commerce, or a related field.
• RE5 qualification.
• Registered with the FSCA (preferred).
• Proven experience in financial planning and advisory services.
• Strong knowledge of investment products, retirement planning, risk products, and wealth management.
• Excellent communication and relationship-building skills.
• Client-centric approach with strong ethical standards.
• Valid driver's license and own reliable vehicle.

Competencies

• Strong analytical and problem-solving abilities.
• Excellent interpersonal and communication skills.
• High level of professionalism and integrity.
• Results-driven with strong business development capabilities.
• Ability to work independently and within a team environment.
• Strong attention to detail and compliance requirements.

What Our Client Offers

• A collaborative and supportive team environment.
• A culture founded on integrity, trust, and strong values.
• The opportunity to make a meaningful impact on clients' financial futures.
• Professional growth and development opportunities.
• Exposure to a reputable and client-focused financial planning practice.