Financial Planner (Durban) at BDO South Africa

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.

Requirements
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.