5 Certified financial planner Jobs and Work in Cape Town Western Cape

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Financial Planner

BDO South Africa -
Cape Town, Western Cape

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Job Details

Full-time

Full Job Description

BDO Wealth Advisers (www.bdowealth.co.za) is seeking a Financial Planner to join the BDO Financial Planning team. This role involves supporting a national client base, to be based at our regional office located in Cape Town. The position is full-time and permanent.

What this position offers:

The chance to join an established national Financial Planning team and align with the firm’s policies, processes, and compliance standards as an FPI Approved Financial Planning Practice.
BDO Wealth has categorized our client services into two areas: Financial Advice and Financial Planning. This role will focus on providing ongoing support and advice to an established client base within the Advice segment, specifically catering to BDO Wealth's single-need or simplified advice clients.
Providing advice on investments, retirement planning, long-term insurance, and tax strategies, and reviewing and adjusting plans as needed.
Opportunities to participate in client-focused events and training programs, along with networking prospects to expand the existing client base through referrals and the acquisition of new clients.
An opportunity to learn from more senior financial planners through weekly team meetings and discussions, fostering professional growth and development.
This position services an established client base and offers a competitive base salary, with no commission structure. In addition, there is the potential to earn an annual performance-based bonus, recognizing your contributions and achievements over the course of the year.

Minimum Requirements to apply:

A relevant tertiary qualification in Financial Planning, completion of RE5 exams, and appropriate Class of Business accreditation for Investments, Pension Fund Benefits and Long-Term Insurance.
Certified Financial Planner® Professional, or currently working towards this designation is preferred.
A minimum of 2 years of experience as a Representative on the license of a Financial Planning practice, specifically the following license categories:
Long-Term Insurance A, B1, B1-A, B2, B2-A & C, Retail Pension Benefits, Pension Fund Benefits, Participatory Interest in Collective Investment Schemes. (1.1; 1.3; 1.4; 1.5; 1.7; 1.14, 1.20, 1.21, 1.22)
Proficiency in using Elite Wealth or similar financial planning software is essential.
Strong skills in MS Office 365.

Required Skills & Measurement of Performance:

The ideal candidate will be driven to contribute to and support our existing Advice clients, with a clear understanding of what it takes to build a successful career in this challenging profession.
Strong analytical, communication, and organizational skills, along with expertise in financial products, regulations, and client relationship management.
Experience with financial software and a client-centric approach are also important.
Bi-annual management appraisal related to performance, progress & knowledge gained.
Strong ability to manage workload and a diligent work ethic, ensuring high accuracy in tasks and adherence to specified turnaround times, with a keen attention to detail.General
If you meet the above requirements and are eager to contribute to a dynamic team while advancing your career in financial planning, we encourage you to apply. BDO Wealth offers a supportive environment where you can continue to grow professionally and make a meaningful impact on our clients’ financial well-being.
Consent to process your information
By sending us your application, Curriculum Vitae, academic records, qualifications, or any other personal information as defined by POPIA:
You have disclosed up to date and accurate records; and
You agree to us keeping your records in our data base as per our Retention Policy.

Declaration

By agreeing to the terms herein, you give BDO South Africa the authority to process your personal information. This consent will remain valid until such time as we have received instructions from you to request, subject to any applicable law and where appropriate, the correction, updating or deletion of your personal information held by us. You further acknowledge and declare that all personal information supplied to BDO is accurate, up to date, not misleading and complete in all respects

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certified financial planner jobs in cape town western cape

Financial Planner

Estimator

Cloud & Microsoft 365 Engineer (Mid-Senior)

Junior Investment Specialist

Wealth/Investment Manager

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