Website BDO South Africa
BDO helps a diverse range of clients with different needs. This is especially true of our Advisory Practice, which provides transaction, risk, wealth advisory, company secretarial, and HR services to clients navigating a range of challenges, changes, and opportunities. Our professionals are from a … read morevariety of multidisciplinary backgrounds, allowing us to deliver insightful, innovative solutions – no matter the challenge, no matter the need.
Description
BDO Wealth Advisers (www.bdowealth.co.za) has an opportunity for a Para-Planner to join the BDO Financial Planning team, in our Cape Town office. This appointment is for a full time, permanent position.
What this position offers:
The opportunity to work with senior Financial Planners throughout the full financial planning process, client interactions & meetings.
The opportunity to become part of an existing Financial Planning team and align with the firm’s policies, processes and compliance ethos as a FPI Approved Financial Planning Practice.
Exposure to client-related events and training programs.
Additional project work and associated functions to further expand your knowledge & skills within the profession and corporate world.
Requirements
Minimum Requirements to apply:
Certified Financial Planner® professional, or studying towards this professional designation, would be an advantage
At least 3-5 years’ work experience in a similar role within a Financial Planning practice.
Experience in working with Elite Wealth or similar financial planning software would be an advantage.
Excellent MS Office 365 skills.
Required Skills & Measurement of Performance:
A successful candidate will possess an ambition to contribute to and support our Financial Planning team and will understand what it takes to carve a career within this demanding profession.
Good knowledge of the Financial Planning Industry, financial products and financial planning concepts, as well as investments, tax and general financial analysis.
Bi-annual management appraisal related to performance, progress & knowledge gained.
Ability to manage the workload and requirements as laid down or requested via the allocated Financial Planner.
A work ethic that ensures accuracy of work produced and adherence to stipulated turnaround times and attention to detail.
go to method of application »
Apply via company website ( https://www.bdo.co.za/en-za/home ) or