BDO Wealth Advisers ( 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.
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.
General:
Successful candidates will have the opportunity to work with well qualified and knowledgeable Financial Planners, as well as being given the opportunity to develop their hands-on skills & experience.
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