Paraplanner

BDO Wealth Advisers (www.bdowealth.co.za) 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 currently studying towards this professional designation, would be advantageous.
• At least 3-5 years' work experience in a similar role within a Financial Planning practice.
• Experience working with Elite Wealth or similar financial planning software would be advantageous.
• Excellent Microsoft Office 365 skills.

Required Skills & Performance Measures

• Demonstrate the ambition to contribute to and support the Financial Planning team.
• Understand what it takes to build a successful career within this demanding profession.
• Possess a good knowledge of the Financial Planning industry, financial products, financial planning concepts, investments, taxation, and general financial analysis.
• Participate in bi-annual management appraisals relating to performance, progress, and knowledge gained.
• Be able to effectively manage workloads and requirements as allocated by the Financial Planner.
• Display a strong work ethic, ensuring accuracy, attention to detail, adherence to turnaround times, and high-quality work delivery.

General

• Work alongside highly qualified and knowledgeable Financial Planners.
• Develop practical, hands-on skills and gain valuable industry experience.

Consent to Process Personal Information

• The information provided is accurate and up to date.
• You consent to BDO South Africa retaining your records in its database in accordance with its Retention Policy.

Declaration By agreeing to these terms, you authorize BDO South Africa to process your personal information. This consent will remain valid until such time as you request the correction, updating, or deletion of your personal information, subject to applicable legislation and where appropriate. You further acknowledge and declare that all personal information supplied to BDO South Africa is accurate, up to date, complete, and not misleading in any respect.

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