Associate Planner (Western Cape)

Location
Cape Town, Western Cape
Full time, on-site

Join Our Cape Town Team as an Associate Planner

Are you passionate about building meaningful, long-term relationships with clients and partnering with them on every stage of their financial journey?

Chartered Wealth Solutions, a leading independent financial planning practice, invites you to join our Cape Town team as an Associate Planner. This role is designed for a developing professional ready to deepen their financial planning expertise while refining the coaching and interpersonal skills required to manage clients independently and deliver a consistently exceptional client experience.

As an Associate Planner, you will work closely with the Director and Financial Planning Specialist, actively participating in client meetings, providing technically sound and considered advice, and compiling comprehensive, well-structured financial plans. As you grow in confidence and capabil...