BDO – PARAPLANNER (JHB ILLOVO)

Posted 6 months ago

 

PARAPLANNER (JHB ILLOVO)

Reference Number
WTHJHB20NOV23CG
Description:

Para Planner, Financial Planning 
BDO Wealth Advisers (www.bdowealth.co.za) has an opportunity for a Para Planner to join the BDO Financial Planning team, in our Johannesburg office. This appointment is for a full time, permanent position.

What this position offers: 
•The opportunity to work with senior Financial Planners throughout the 6-step 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.
•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
•At least 3 years’ work experience within a Financial Planning practice.
•Experience in working with Elite Wealth’s 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 Planners.
•A work ethic that ensures accuracy of work produced and adherence to stipulated turnaround times and attention to detail.

General
Successful candidates will have the opportunity to work with well qualified and knowledgeable Financial Planners and Practice Manager, as well as being given the opportunity to develop hands on skills & experience.

Consent to process your information.
By sending us your application, Curriculum Vitae, academic records, qualifications, or any other personal information as defined by POPIA:
•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.

Declaration
By agreeing to the terms herein, you give BDO South Africa the authority to process your personal information. This consent will remain valid until such time as we have received instructions from you to request, subject to any applicable law and where appropriate, the correction, updating or deletion of your personal information held by us. You further acknowledge and declare that all personal information supplied to BDO is accurate, up to date, not misleading and complete in all respects.

To apply, please submit the following documents:

•Short Resumé/CV
•ID document
•Academic record
•Motivational cover letter on why you wish to pursue a career as a professional Para Planner

 

Additional Information:

•Work Level: Mid-Level
•Job Type: Permanent
•Salary: Market Related
•EE Position: Yes
•Location: JHB Illovo

Click here to apply

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