Certified Financial Planner (CFP®) at O'Brien Financial

About the position

Join a leading financial services provider dedicated to empowering clients through tailored financial strategies. Our client, a reputable organization committed to excellence and integrity, is seeking a skilled Certified Financial Planner (CFP®) to deliver personalized financial solutions that truly make a difference.

Duties:

• Develop and maintain bespoke financial plans aligned with each client's unique goals
  
  
• Conduct in-depth financial analysis across investments, retirement, and estate planning
  
  
• Advise clients with clarity and confidence on complex financial matters
  
  
• Monitor market and regulatory developments and adjust strategies accordingly
  
  
• Build and deepen trusted, long-term client relationships
  
  
• Ensure full compliance with FAIS and relevant regulatory requirements
  
  

Requirements:

• Certification as a CFP® or equivalent qualification
  
  
• Proven experience in financial planning and analysis
  
  
• Strong analytical skills with the ability to interpret complex financial data
  
  
• Excellent client relationship management skills
  
  
• Familiarity with financial regulations and compliance standards
  
  

Nice to Have:

• Knowledge of financial software and tools
  
  
• Additional certifications in finance or related fields
  
  

What We'll Give You:

• A full-time, on-site position in Cape Town
  
  
• Opportunity to work within a collaborative and professional team environment
  
  
• The chance to make a meaningful impact on clients' financial futures
  
  

If you are passionate about creating impactful financial plans and excel in building lasting client relationships, we want to hear from you. Step into a role where your expertise helps clients achieve their financial ambitions—apply now and be a vital part of our client’s success.

Desired Skills:

• Analytical
• C
• Financial Analysis
• Client Relationship Management