874 Certified Financial Planner jobs in South Africa

Overview

We solve your uncertainty by providing an all-encompassing wealth management solution by being the "conductor" in the "financial, legal and fiduciary" space. Experienced Financial Planner? Find your home for the next chapter.

The Hero (you): A proven, advice-led financial adviser (CFP preferred) with R100m+ AUM and 3+ years’ experience who cares about holistic planning—not product pushing.

The Problem: Your pipeline is unpredictable. You want growth, assets, and a clear succession path—without jumping into an empty swimming pool.

The Guide (us): NMG Financial Planning (NMG Benefits) . We’ve grown ~60% YoY for three years by serving clients approaching retirement . We’ve built repeatable retiree lead engines and partner with HR departments to open corporate networks.

Reality (capacity): Our biggest problem isn’t that we want salespeople— it’s that we have more qualified retiree leads than our current adviser base can service, nationwide . We need proven, advice-led planners to help us meet client demand across South Africa.

The Plan (3 steps):

• Confidential intro with me
• Supported transition + warm retiree leads from day one
• Build assets: a very competitive, lucrative commission arrangement , book purchases , and structured succession

Proof (not theory): I can refer you to multiple advisers on our team —real people, real numbers—so you can hear first-hand how the lead flow and growth work. This isn’t wishful thinking.

Success (what winning looks like): Advisers commonly add ~R50m–R80m AUM p.a. (illustrative). Recent examples: R100m → R150m in 12 months; R400m → R500m in 12 months. Past performance isn’t a guarantee.

Keep in mind: It’s not just the split— it’s the speed and scale at which you can grow your book. We help you build your business, create operational efficiencies, and provide hands-on mentorship so you compound faster.

Avoid Failure: Stop waiting for cold referrals or product-led pressure.

Identity Shift: Become the trusted retirement guide with a growing book and a real exit path.

Must-haves: 3+ years’ experience, R100m+ AUM , holistic advice ethos, strong investments, clean compliance.

Call to Action: email (confidential).

• Mid-Senior level

• Full-time

• Finance and Sales

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Overview

Reference: 10248 CM
Consultant: Christa Mostert

• Assist and support Wealth Adviser by dealing with client queries telephonically or by written correspondence as required.
• Manage incoming calls and ensure that all calls are attended to in an efficient and timely manner.
• Work closely with Wealth Adviser.
• Provide ongoing feedback to clients.
• Preparing and implementing investment proposals.
• Processing of new business applications (capturing and quality checking).
• Follow up on applications and instructions.
• Assist clients with completing forms, check forms for correctness, updating of client information, obtain all FICA related information from client.
• Ensure all electronic documents are loaded on the internal system.
• Responsible for client’s portfolio switches, rebalances, withdrawals, investment allocation, local and offshore share portfolios.
• Prepare cash flow analysis and retirement planning calculations.
• Dealing with script transfers, personal share portfolios and load fees on IRESS system.
• We welcome innovative and creative thinking.

• Post graduate diploma in Financial Planning or BCom qualification
• At least 3 years relevant work experience in Financial Services industry
• RE5 qualification will be a requirement
• Proficient in both spoken and written English and Afrikaans
• Computer literacy (MS Office)

• Email your comprehensive CV to
• If you are already registered, please forward your CV and the relevant reference number to the consultant with whom you are currently registered in order to avoid duplicity on our system.
• We reserve the right to only conduct interviews with candidates of choice.
• Applicants who have not received feedback within 30 days from the closing date must please accept their application as unsuccessful.

Are you ready and eager to take the next step in your career by joining a dynamic Wealth Management team as the Wealth Manager dealing with ultra-high net worth clients?

Is this you?

You’re a tenacious and sales-driven individual with a passion for providing holistic financial planning to high-net-worth clients and you’re committed to delivering exceptional service and driving business growth.

What you’ll be doing (and why you’ll enjoy it)

As a Wealth Manager, you will play a pivotal role in presenting ideal solutions to clients, acquiring new business, and increasing AUM as per targets. You will have the opportunity to network, grow a current client base, obtain referrals, and conduct presentations to introduce prospective clients to the services offered by the business. By providing comprehensive wealth management feedback and building meaningful relationships with clients, you will contribute to cross-selling opportunities and the overall growth of the business. You will enjoy the challenge of meeting and exceeding targets while delivering exceptional service to clients and working collaboratively with the Wealth Management team.

Where you’ll be doing it

You will be joining our client, who is a leading Wealth Management firm with a strong reputation for delivering personalized financial solutions to high-net-worth individuals and families. You’ll be office based in stunning corporate offices in Claremont.

What you’ll need

To excel in this role, you will have proven and relevant experience of at least 5 years in giving advice and holistic financial planning to high-net-worth clients. A CFP designation is essential, along with strong sales ability, interpersonal skills, and a commitment to delivering exceptional client service. You will possess excellent organizational ability, attention to detail, and the flexibility to adapt to changing business needs.

What you’ll get

In return for your hard work and dedication, you will receive a competitive salary, potential to earn uncapped commission, along with the opportunity to work with a team of industry experts and make a meaningful impact in the wealth management industry. Our client offers excellent career development opportunities and a supportive work environment where your contributions will be valued and recognized.

The successful candidate will be responsible for providing financial advice (Life and Disability Planning; Retirement Planning; Investment Planning; Estate Planning, Employee Benefits & Medical Aid.) to clients.

Roles And Responsibilities

• Optimize business profitability by identifying income opportunities and meeting agreed income targets
• Facilitate requirements between clients and product/service providers
• Track and report progress of agreed implementation to clients
• Issue confirmation of implementation to clients
• Conduct annual reviews with clients
• Scan client base and target market for financial planning opportunities
• Generate leads by identifying appropriate clients/prospects
• Contact clients/prospects to introduce or position products and service offering
• Create interest and secure financial planning meetings with prospects/clients
• Understand and analyze estate plans and make necessary recommendations
• Understand and analyze a client financial needs analysis and make recommendations
• Deliver quality financial planning and advisory services to existing and prospective clients
• Retain existing clients and generate new clients
• Understand and be able to compare the features and benefits of different risk products
• Have a fair understanding of the different analysis tools from a risk perspective
• Keep up to date with tax changes affecting financial/estate planning
• Provide clients with necessary product information when required

Required Qualifications:

• Post Graduate Diploma in Financial Planning
• Certified Financial Planner (CFP)
• Regulatory Examination 5 – Representatives

The successful candidate will be responsible for providing financial advice (Life and Disability Planning; Retirement Planning; Investment Planning; Estate Planning, Employee Benefits & Medical Aid.) to clients.

Roles And Responsibilities

• Optimize business profitability by identifying income opportunities and meeting agreed income targets
• Facilitate requirements between clients and product/service providers
• Track and report progress of agreed implementation to clients
• Issue confirmation of implementation to clients
• Conduct annual reviews with clients
• Scan client base and target market for financial planning opportunities
• Generate leads by identifying appropriate clients/prospects
• Contact clients/prospects to introduce or position products and service offering
• Create interest and secure financial planning meetings with prospects/clients
• Understand and analyze estate plans and make necessary recommendations
• Understand and analyze a client financial needs analysis and make recommendations
• Deliver quality financial planning and advisory services to existing and prospective clients
• Retain existing clients and generate new clients
• Understand and be able to compare the features and benefits of different risk products
• Have a fair understanding of the different analysis tools from a risk perspective
• Keep up to date with tax changes affecting financial/estate planning
• Provide clients with necessary product information when required

Required Qualifications:

• Post Graduate Diploma in Financial Planning
• Certified Financial Planner (CFP)
• Regulatory Examination 5 – Representatives

Company Description

Indigo Brokers is a financial planning firm specializing in long term insurance, short term insurance, and estate planning. We provide a wide range of financial risk solutions from the leading insurers of South Africa. Our firm is dedicated to offering customized financial strategies to meet the diverse needs of our clients. At Indigo Brokers, we prioritize client satisfaction and long-term financial security.

This is a full-time hybrid role for a Financial Advisor based in the City of Cape Town, with flexibility for some work from home opportunities. The Financial Advisor will be responsible for providing expert financial advice, developing financial plans, managing investment portfolios, and assisting clients with retirement planning. Additional responsibilities include conducting financial assessments, recommending financial products, and ensuring clients' financial goals are met.

• Provide expert financial advice and develop comprehensive financial plans for clients.
• Manage investment portfolios and assist clients with retirement planning.
• Conduct financial assessments and recommend suitable financial products to meet clients' goals.

• Proficiency in Financial Planning and Financial Advisory
• Knowledge of Finance, Investments, and Retirement Planning
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Ability to work both independently and as part of a team
• Relevant certification or degree in Finance, Accounting, or related field
• Experience in the financial services industry is a plus

• Entry level

• Full-time

• Finance and Sales

Location: City of Cape Town, Western Cape, South Africa