Financial Planner - Investments

Timepers • Claremont, CA

10d • Onsite

About The Position

Do you have 2–3 years’ experience as a Financial Planner, with a focus on managing and growing high-net-worth client portfolios? Our client, based in the Southern Suburbs of Cape Town, is seeking a motivated individual who brings strong interpersonal, analytical, and advisory skills to their practice. A BCom degree is essential, and full training and support will be provided. Candidates must be fluent in both English and Afrikaans and demonstrate professionalism, attention to detail, and a passion for delivering tailored financial solutions.

Requirements

• A completed BCom degree (Finance/Business/Insurance/Risk advantageous)
• Genuine interest in developing a long-term career in the investment industry
• Fluent in English and Afrikaans (both essential)
• Detail-oriented, organised, and eager to learn
• Confident communicator with a professional attitude
• Able to work in-office in Claremont Monday to Friday
• Full training provided — perfect for graduates
• Clear career growth opportunities within the insurance sector
• Supportive, friendly team environment
• A chance to gain valuable, practical experience from day one

Responsibilities

• Support the team with day-to-day administration
• Assist with client enquiries and prepare policy documentation
• Update and maintain accurate client records
• Liaise with insurers and internal departments
• Ensure compliance with industry standards
• Provide general administrative support

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level