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Financial Planner for HNW Clients & Offshore Investments

The Legends Agency
Location 📍 cape town, South-Africa
Posted 📅 June 18, 2026
Work Type ⏰ Full-time

Position Overview

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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Job Details

Employment Type
Full-time
📊
Category
Corporate Finance & Strategic Planning
🏠
Work Arrangement
On-site
📍
Location
cape town, South-Africa