Paraplanner (Western Cape) 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 currently studying towards this professional designation, would be advantageous. 
• At least 3–5 years' work experience in a similar role within a Financial Planning practice. 
• Experience working with Elite Wealth or similar financial planning software would be advantageous.
• Excellent Microsoft Office 365 skills.

Required Skills & Performance Measures

• Demonstrate the ambition to contribute to and support the Financial Planning team.
• Understand what it takes to build a successful career within this demanding profession.
• Possess a good knowledge of the Financial Planning industry, financial products, financial planning concepts, investments, taxation, and general financial analysis.
• Participate in bi-annual management appraisals relating to performance, progress, and knowledge gained.
• Be able to effectively manage workloads and requirements as allocated by the Financial Planner.
• Display a strong work ethic, ensuring accuracy, attention to detail, adherence to turnaround times, and high-quality work delivery.

General

• Work alongside highly qualified and knowledgeable Financial Planners.
• Develop practical, hands-on skills and gain valuable industry experience.