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  • Posted: Jan 15, 2026
    Deadline: Not specified
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  • 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 variety of multidisciplinary backgrounds, allowing us to del...
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    Operations Manager: Financial Planning

    • BDO Wealth Advisers (www.bdowealth.co.za) is recruiting a skilled and experienced Operations Manager to join our Financial Planning division. This role is based in Johannesburg, with national responsibilities supporting our Wealth clusters across regions. This position is full-time and permanent.

    What this role offers

    • An opportunity to lead the operational backbone of a national Financial Planning business, ensuring a high-performance, compliant, and client-centric environment. Responsibilities include supervision governance, process integrity, and performance enablement that supports our advice teams to deliver exceptional client outcomes.
    • You will work closely with the COO, MD, and key Group functions (Compliance, Finance, People & Culture) to ensure alignment to regulatory requirements and BDO’s strategic direction.

    You’ll play a critical role in shaping:

    • Operational excellence across Wealth systems and processes
    • Regulatory and licence oversight, including FAIS/FICA/POPIA coordination
    • People development frameworks, including the Wealth 2-year Trainee Programme
    • Business reporting & data governance enabling strategic decisions
    • This position offers a market-related remuneration package aligned to experience and role seniority.

    Job Requirements
    Primary Responsibilities

    • Operational Systems & Data Governance
    • Ensure strong adoption, data integrity, and performance reporting across platforms including Elite Wealth, Commspace, SharePoint and Power BI. Conduct workflow audits and support efficiency improvements through automation and AI tools.
    • Compliance Oversight & Risk Coordination
    • Maintain supervision structures, licence and register accuracy, and support regulatory audits and investigations. Drive consistent compliance behaviours across clusters.
    • People Development & Cluster Support
    • Conduct monthly engagements with Planners, Paraplanners, Administrators, and Trainees to track performance, capacity, and progress to competency. Lead the Traineeship programme rollout and reporting.
    • Business Reporting & Insights
    • Deliver dashboards and operational insights monthly to COO & MD, highlighting risk, capacity, and improvements required. Support Exco and Board reporting.
    • Process Integrity & Continuous Improvement
    • Maintain SOPs, champion efficient workflows, and lead annual process reviews to embed operational consistency and resilience.
    • Cross-functional Collaboration & Stakeholder Engagement
    • Partner with Group functions on projects and support engaging external partnerships with universities and industry bodies.

     Minimum Requirements

    • A tertiary qualification in Financial Planning or similar
    • Certified Financial Planner® Professional
    • 5–10 years within Financial Services, ideally in operations, compliance, or practice management for an FSP
    • Solid understanding of FAIS, FICA, POPIA, and representative supervision requirements
    • Experience with CRM/workflow systems (such as Elite Wealth or similar)
    • Strong data-governance and reporting capabilities

     Key Competencies

    Technical:

    • Operational risk management, SOP & process mapping, data integrity oversight, performance framework administration, automation adoption, regulatory reporting.

    Behavioural:

    • High attention to detail, critical thinking, leadership presence, clear communication, problem-solving under pressure, strong coaching approach, resilience in a transforming environment.

    Check how your CV aligns with this job

    Method of Application

    Interested and qualified? Go to BDO South Africa on jobs.mcidirecthire.com to apply

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