Junior Financial Planner (Articled Planner Programme) - Cape Town

A prominent, independent financial planning firm in Cape Town, Newlands, is seeking a high-calibre Junior Financial Planner to join their Articled Planner Programme. This structured role is specifically designed for a recent graduate who is committed to obtaining their CFP® designation and developing a long-term career in wealth management. The successful candidate will work under the direct mentorship of certified professionals, gaining exposure to a balanced environment that merges sophisticated financial theory with high-touch client service. This position offers a stable, salaried environment focused on professional growth, interpersonal mastery, and technical excellence. Key Responsibilities Client Relationship Management: Attend and participate in client consultations to develop the interpersonal skills required to guide individuals through significant life transitions and build long-term trust. Financial Plan Development: Assist in the creation of comprehensive, bespoke financial plans tailored to the unique circumstances of individual clients under the guidance of senior planners. Strategic Analysis: Conduct detailed financial modelling and investigations to support the development of robust wealth management strategies Professional Development: Engage in rigorous practical application of financial planning principles to prepare for lead advisor responsibilities. Requirements Academic Foundation: A BCom Honours in Financial Planning or a Postgraduate Diploma (PGDip) in Financial Planning. Certification Path: A clear intention and eligibility to work towards the CFP® designation. Educational Credentials: A valid Matric certificate. Analytical Aptitude: Strong financial modelling skills and the ability to interpret complex data. Preferred Qualifications Exceptional candidates currently completing their BCom Honours or Postgraduate Diploma in Financial Planning will be considered. Required Software Skills Microsoft Excel (Advanced). Microsoft Office Suite. Financial Modelling software. Benefits Mentorship: Direct access to and training from seasoned, certified financial professionals. Career Pathing: A formalised Articled Planner Programme designed to lead to professional designation. Financial Stability: A market-related monthly salary providing job security during the training period.