Posted 2 months ago
2024/08/26
Reference Number
WTHCTN08Aug24NR
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.
- 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.
- You have disclosed up to date and accurate records; and
- You agree to us keeping your records in our data base as per our Retention Policy.
Click here to apply
2024/08/26 Reference Number WTHCTN08Aug24NR 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 Tow...
Posted 2 months ago
An established Certified Financial Planner is looking for a Junior Financial Adviser to be situated in Mowbray, Cape Town. We are looking for a highly driven and dedicated Financial Adviser to join a well-established brokerage servicing high net worth individuals. This position is an integral part of our succession plan, making it an exciting opportunity for an ambitious and driven individual looking to grow their career and the practice.
About SFP Wealth:
The Certified Financial Planner you will be working with is an established CFP for SFP Wealth and manages sophisticated investors portfolios. Being a subsidiary of Sanlam, we pride ourselves on providing exceptional financial planning services tailored to our clients' unique needs. Our dedicated team helps high net worth individuals achieve their financial goals through personalized and comprehensive planning. As a consistently growing brokerage, we are excited to add a talented Financial Adviser to our dynamic team.
About the Role:
As a Financial Adviser, you will:
- Collaborate with the Certified Financial Planner to prepare detailed financial plans and reports
- Conduct thorough research and analysis to support financial strategies and recommendations.
- Assist in preparing client presentations and participating in review meetings.
- Maintain up-to-date knowledge of financial products, market trends, and regulatory requirements.
- Ensure all client documentation is accurate and compliant with industry standards.
- Provide exceptional support to clients, addressing inquiries and concerns promptly.
- Fluent in both English and Afrikaans
- A Postgraduate Diploma in Financial Planning or a CFP designation or related qualification
- A minimum of 3 years of experience as a Financial Adviser within Wealth Management specifically.
- Strong computer literacy, including proficiency in MS Office.
- Excellent organizational skills and attention to detail.
- Strong analytical thinking and basic financial acumen.
- Exceptional record-keeping abilities.
- Competitive salary and life-long growth opportunity
- Opportunity to own your own practice as part of the Brokerage Succession Plan
- Opportunity to work with industry leaders in a supportive and dynamic environment.
- Professional growth and development within a successful subsidiary of Sanlam.
- The chance to make a significant impact on clients' financial futures.
- Analytical Thinking
- Attention to Detail
- Highly Organized
- Basic Financial Acumen
- Strong Record-Keeping
- Minimum 3 years in Wealth Management
- Postgraduate Diploma in Financial Planning or related qualification
An established Certified Financial Planner is looking for a Junior Financial Adviser to be situated in Mowbray, Cape Town. We are looking for a highly driven and dedicated Financial...
