Paraplanner (Cape Town CBD) at BDO South Africa

Description

• BDO 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.  

 What this position offers:

• The opportunity to work with senior Financial Planners throughout the full financial planning process, client interactions & meetings.
• The opportunity to become part of an existing Financial Planning team and align with the firm’s policies, processes and compliance ethos as a FPI Approved Financial Planning Practice.
• Exposure to client-related events and training programs.
• Additional project work and associated functions to further expand your knowledge & skills within the profession and corporate world.

Requirements
Minimum Requirements to apply:

• Certified Financial Planner® professional, or studying towards this professional designation, would be an advantage
• At least 3-5 years’ work experience in a similar role within a Financial Planning practice.
• Experience in working with Elite Wealth or similar financial planning software would be an advantage.
• Excellent MS Office 365 skills.

Required Skills & Measurement of Performance:

• A 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.
• Good knowledge of the Financial Planning Industry, financial products and financial planning concepts, as well as investments, tax and general financial analysis.
• Bi-annual management appraisal related to performance, progress & knowledge gained.
• Ability to manage the workload and requirements as laid down or requested via the allocated Financial Planner.
• A work ethic that ensures accuracy of work produced and adherence to stipulated turnaround times and attention to detail.