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Client Portfolio Manager: Financial Planning & Investments

Company

University of Fort Hare

Location

cape town, western cape

Posted

July 16, 2026

Position Overview

The University of Fort Hare in Cape Town is seeking a Senior Financial Planner (Client Portfolio Manager) with 3–7 years’ experience. This role involves engaging with clients, providing tailored financial solutions, and assisting with tax and estate planning.

The ideal candidate will have strong communication skills and fluency in English and Afrikaans. The position includes a book of existing clients and daily leads with clear career growth potential.

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