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Financial Consultant Financial Advisor

Senior Financial Planner & Client Portfolio Lead

Job in Cape Town, 7100, South Africa
Listing for: University of Fort Hare
Full Time position
Listed on 2026-02-21
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A leading university in South Africa is seeking a Senior Financial Planner (Client Portfolio Manager) based in Cape Town. This role requires a financial planning professional with 3-7 years of experience who enjoys building long-term client relationships and delivering tailored financial solutions. You will engage with clients, provide investment advice, and assist with tax and estate planning. Strong organizational and communication skills are essential, along with relevant qualifications and proficiency in MS Office.
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Position Requirements
10+ Years work experience
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