Description<\/p>\n
\tBDO 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. \u00a0<\/p>\n
\u00a0What this position offers:<\/p>\n
\tThe opportunity to work with senior Financial Planners throughout the full financial planning process, client interactions & meetings.
\n\tThe opportunity to become part of an existing Financial Planning team and align with the firm\u2019s policies, processes and compliance ethos as a FPI Approved Financial Planning Practice.
\n\tExposure to client-related events and training programs.
\n\tAdditional project work and associated functions to further expand your knowledge & skills within the profession and corporate world.<\/p>\n
Requirements
\nMinimum Requirements to apply:<\/p>\n
\tCertified Financial Planner\u00ae professional, or studying towards this professional designation, would be an advantage
\n\tAt least 3-5 years\u2019 work experience in a similar role within a Financial Planning practice.
\n\tExperience in working with Elite Wealth or similar financial planning software would be an advantage.
\n\tExcellent MS Office 365 skills.<\/p>\n
Required Skills & Measurement of Performance:<\/p>\n
\tA 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.
\n\tGood knowledge of the Financial Planning Industry, financial products and financial planning concepts, as well as investments, tax and general financial analysis.
\n\tBi-annual management appraisal related to performance, progress & knowledge gained.
\n\tAbility to manage the workload and requirements as laid down or requested via the allocated Financial Planner.
\n\tA work ethic that ensures accuracy of work produced and adherence to stipulated turnaround times and attention to detail.<\/p>\n
go to method of application \u00bb<\/p>\n
Apply via company website ( https:\/\/www.bdo.co.za\/en-za\/home ) or<\/p>\n
<\/p>\n","protected":false},"author":2,"featured_media":0,"template":"","meta":{"_promoted":"","_job_location":"","_application":"","_company_name":"BDO South Africa","_company_website":"https:\/\/www.bdo.co.za\/en-za\/home","_company_tagline":"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.","_company_twitter":"","_company_video":"","_filled":0,"_featured":0,"_remote_position":0,"_job_salary":"","_job_salary_currency":"","_job_salary_unit":""},"job_listing_region":[15],"job-types":[12],"class_list":["post-14732","job_listing","type-job_listing","status-expired","hentry","job_listing_region-western-cape","job-type-full-time"],"jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/job-listings\/14732","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/job-listings"}],"about":[{"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/types\/job_listing"}],"author":[{"embeddable":true,"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/users\/2"}],"wp:attachment":[{"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/media?parent=14732"}],"wp:term":[{"taxonomy":"job_listing_region","embeddable":true,"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/job_listing_region?post=14732"},{"taxonomy":"job_listing_type","embeddable":true,"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/job-types?post=14732"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}