Chartered Wealth Solutions: Articled Planner (JHB)

Posted 1 week ago

Are you a recent Financial Planning graduate eager to earn your CFP® designation? Chartered Wealth Solutions, a leading independent financial planning company, invites you to apply for our Articled Planner Programme. As an Articled Planner, you’ll be mentored by our certified professionals, gaining invaluable experience and insight in the following areas:

  • Client Interaction: Participate in client meetings to build interpersonal skills and understand client needs and transitions.
  • Financial Planning: Assist in compiling detailed financial plans under supervision, tailored to individual client situations.
  • Financial Analysis: Engage in advanced financial modelling and investigations to develop your analytical and strategic skills.

At Chartered Wealth Solutions, you will experience a balanced approach that combines rigorous financial theory with practical application. We prepare you to conduct in-depth client meetings, equipping you with the interpersonal skills necessary to build rapport, guide clients through significant life transitions, and earn their confidence.

Minimum Requirements:

  • Matric certificate
  • BCom Honours in Financial Planning, or a Postgraduate Diploma in Financial Planning (exceptional candidates currently studying towards this qualification will also be considered)

This is a salaried position, ensuring financial stability and job satisfaction. To seize this opportunity, submit your CV to recruitment@charteredgroup.co.za. Learn more about our approach to financial planning at charteredwealth.co.za and retiresuccessfully.co.za.

Only short-listed candidates will be contacted within ten working days. If you do not receive a response within this timeframe, please consider your application unsuccessful.

Apply Online

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