Financial Planner (Cape Town CBD) at BDO South Africa

Description

• Financial Planner, Cape Town
• 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, with the flexibility to be based at one of our regional offices 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.
• Providing advice on investments, retirement planning, long-term insurance, and tax strategies, and reviewing and adjusting plans as needed.
• Opportunities to participate in networking prospects to expand the existing client base through referrals and the acquisition of new clients.
• This position services an established client base and offers a competitive base salary, with a lucrative incentive fee-share structure linked to the profitability of the client portfolio. 

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.
• A minimum of 20 years of experience as a Representative on the licence of a Financial Planning practice, specifically the following licence 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)
• A minimum of 10 years of experience in Financial Planning and behavioural finance coaching to clients.
• Proficiency in using Elite Wealth or similar financial planning software is essential.
• Strong skills in MS Office 365.

Requirements
Required Skills & Measurement of Performance:

• The ideal candidate will be a well established and experienced Senior Financial Planner who has built a successful career as a professional Wealth Advisor.
• 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.
• 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.