Senior Financial Planner
The Legends Agency
- Undisclosed
- Permanent Senior position
-
Newlands
- Posted 04 Dec 2025 by The Legends Agency
- Expires in 32 days
-
Job 2628924
About the position
Senior Financial Planner
Take your financial advisory career to the next level full ownership of your client book
Newlands, Cape Town | Competitive Basic Salary + Commission
About Our Client
This well-established wealth advisory firm provides a premium platform for experienced financial planners to thrive. With a high-performing internal team, strong lead-generation support, and no interference in your client relationships, this is a space for advisors who want to scale their success with high-net-worth individuals.
The Role: Senior Financial Planner
As a Senior Financial Planner, your role is to manage and grow a high-value client book. You'll work with high-net-worth individuals to provide tailored investment and financial planning solutions while maintaining full autonomy over your portfolio. You'll have access to a robust internal support system and quality leads, giving you the tools to expand your assets under management and build lasting client relationships.
Key Responsibilities
- Bring at least 5 years of experience in financial planning or wealth management
- Manage and service an existing investment book of at least R50 million
- Retain full ownership of your client book no interference from the firm
- Engage and advise high-net-worth individuals (typically R20M+ portfolios)
- Grow assets under management via both company-provided leads and your own networks
- Conduct in-depth portfolio reviews and deliver trusted financial advice
- Collaborate with internal teams to ensure seamless service delivery
- Uphold the firm's premium brand with a high level of professionalism
About You
- Minimum 5 years of experience as a Financial Planner or in wealth advisory
- Currently managing a book of at least R50 million
- Skilled at building trust with affluent clients and maintaining long-term relationships
- Confident in advising on portfolios of R20M and above
- Strong business development mindset and ability to leverage personal networks
- Professional, articulate, and service-oriented
- Driven, self-managing, and eager to scale within a non-corporate environment
Desired Skills:
- Financial Planner
- wealth advisory
- Relationship Building
- personal networks
- articulate
- service-oriented
- Service Delivery
Desired Work Experience:
Desired Qualification Level:
The Legends Agency
About the agency
We are a South African in-country Employer of Record and Recruitment service provider that offers co-employment Opportunities to UK, USA and Auz-based Companies.
Simply, co-employment is a relationship between two entities sharing responsibility for an employee.
We take care of the employment contracts, salaries, and taxes, and assist with SA employment legislation.
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