Paraplanner

Cape Town, Western Cape
Permanent
Full-time

1 month ago

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 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.

GeneralSuccessful 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.Consent to process your informationBy 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.

DeclarationBy 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.

BDO

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