Financial Planner
Financial Planner
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1 Vacancy
Job Description
Financial Planner Cape Town
BDO Wealth Advisers() is seeking aFinancial Plannerto join the BDO Financial Planning team. This role involves supporting a national client base with the flexibility to be based at one of our regional offices located in Cape Town. The position is fulltime and permanent.
What this position offers:
- The chance to join an established national Financial Planning team and align with the firms policies processes and compliance standards as an FPI Approved Financial Planning Practice.
- Providing advice on investments retirement planning longterm insurance and tax strategies and reviewing and adjusting plans as needed.
- Opportunities to participate in networking prospects to expand the existing client base through referrals and the acquisition of new clients.
- This position services an established client base and offers a competitive base salary with a lucrative incentive feeshare structure linked to the profitability of the client portfolio.
Minimum Requirements to apply:
- A relevant tertiary qualification in Financial Planning completion of RE5 exams and appropriate Class of Business accreditation for Investments Pension Fund Benefits and LongTerm Insurance.
- Certified Financial Planner Professional.
- A minimum of 20 years of experience as a Representative on the licence of a Financial Planning practicespecificallythe following licence categories:
LongTerm Insurance A B1 B1A B2 B2A & C Retail Pension Benefits Pension Fund Benefits Participatory Interest in Collective Investment Schemes. (1.1; 1.3; 1.4; 1.5; 1.7; 1.14 1.20 1.21 1.22)
- A minimum of 10 years of experience in Financial Planning and behavioural finance coaching to clients.
- Proficiency in using Elite Wealth or similar financial planning software is essential.
- Strong skills in MS Office 365.
Required Skills & Measurement of Performance:
- The ideal candidate will be a well established and experienced Senior Financial Planner who has built a successful career as a professional Wealth Advisor.
- Strong analytical communication and organizational skills along with expertise in financial products regulations and client relationship management.
- Experience with financial software and a clientcentric approach are also important.
- Strong ability to manage workload and a diligent work ethic ensuring high accuracy in tasks and adherence to specified turnaround times with a keen attention to detail.
General
If you meet the above requirements and are eager to contribute to a dynamic team while advancing your career in financial planning we encourage you to apply. BDO Wealth offers a supportive environment where you can continue to grow professionally and make a meaningful impact on our clients financial wellbeing.
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 send all of the following documents to:
Short Resum/CV
ID document
Academic record
Motivational cover letter on why you wish to pursue a career as a professional Para Planner
Required Experience:
Manager
Employment Type
Full-Time
