Latest Jobs 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.

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Description
The internship offers:

• Structured, output-based environment
• Grow your knowledge and experience from student to employee.
• Open the door to join a dynamic and fast-growing team.
• Meet, Interact, and develop relationships with, BDO SA managers and partners Stretch yourself personally and professionally.

Requirements :

• Degree or Honours financial, economics, development studies, strategy, property, tourism or hospitality related an advantage)
• Excellent working knowledge of MS Excel (advanced), Working knowledge of MS Word, MS PowerPoint, Power BI and other applications
• Accounting and financial knowledge

Personal attributes

• Ability to work independently and be self-managed
• Have Initiative
• Attention to detail
• Professional at all times
• Friendly and helpful
• Proactive
• Excellent organisational skills
• Ability to work under pressure
• Keen awareness of, and interest in, the macro and micro economic climate in which the various industry sectors operate
• Willing to grow and develop in the field of tourism, property and general management consulting
• Comfortable with presentations/ facilitation
• Must be a highly motivated self-starter with a strong will to succeed
• Eager to learn and grow