Articled Planner

Posted 9 months ago

Chartered is looking for an Articled Planner  

Be part of a vibrant, passionate client interfacing company. We are one of the largest,  independent financial planning practices in South Africa. We are looking for a  successful candidate to join Chartered’s Articled Planner mentoring programme. The  successful candidate will help ensure the ultimate client experience and assist us in  empowering our clients to retire successfully. 

Chartered’s mentorship programme is designed to enable our carefully selected  Articled Planners to gain relevant and comprehensive experience within a supportive  learning environment. On a daily basis, candidates are given the opportunity to  develop and enhance their financial planning skills. 

This proactive development process affords all candidates the opportunity of being  personally mentored by one of our highly skilled CERTIFIED FINANCIAL PLANNER®  professionals.  

The aim of this programme is to give financial planning graduates the opportunity to  gain the relevant experience to meet legislative advice requirements and attain CFP®  professional status. 

Minimum requirements 


  • Matric 
  • Post Graduate Diploma in Financial Planning or BCom Hons (Financial Planning)  preferable 
  • We will consider BCom (Financial Planning) graduates who are currently studying  their Financial Planning Honours  


  • Computer Literacy: Microsoft Word, Excel and Outlook.  

Job specification 

  • Conduct administration (part of articled programme requirements) Learn financial planner role 
  • Put together compliance advice documents 
  • Put together minutes and financial plans and implement recommendations Conduct complex financial planning investigations
  • Handle client query requests  
  • Update/load/conduct modelling on financial planning tool 
  • Compliance 
  • Complete supervision record 


  • Salaried position (cost to company with benefits), not commission earning 

Please email your CV to with the reference  “Articled Planner”. 

We will only correspond with short listed candidates. Should you not hear from us  within ten working days, please consider your application unsuccessful.  

Learn more about us from our websites:

Apply Online

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