Certified Financial Planner (CFP)

Recruiter

O'Brien Recruitment

Job Ref

940440

Date posted

Monday, June 29, 2026

Location

Cape Town, South Africa

SUMMARY

POSITION INFO

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.