Financial Planner

BDO South Africa; Gauteng; On-site; ZAR 300 000 - 500 000; Full time

Job summary

A leading financial advisory firm in South Africa is seeking a Financial Planner to support a national client base. The ideal candidate will have a relevant qualification in Financial Planning and experience in providing investment advice and planning strategies. This full-time role offers a competitive salary with performance-based bonuses and opportunities for professional growth through client-focused events and team training.

Benefits

Competitive base salary

Annual performance-based bonus

Professional growth opportunities

Qualifications

• A minimum of 1-3 years of experience as a Representative in a Financial Planning practice.
• Completion of RE5 exams and business accreditation for relevant categories.

Responsibilities

• Support national clients and provide ongoing advice.
• Review and adjust financial plans as needed.
• Participate in training and networking events.

Skills

Financial Planning

Client Relationship Management

Investment Advice

Tax Strategy

Long-Term Insurance

MS Office 365

Education

Relevant tertiary qualification in Financial Planning

Certified Financial Planner® Professional (preferred)

Tools

Elite Wealth or similar financial planning software

Job description

BDO Wealth Advisers(www.bdowealth.co.za) is seeking a Financial Planner to join the BDO Financial Planning team. This role involves supporting a national client base, to be based at our regional office located in Johannesburg. The position is full-time and permanent.

What this position offers :

• The chance to join an established national Financial Planning team and align with the firm’s policies, processes, and compliance standards as an FPI Approved Financial Planning Practice.
• BDO Wealth has categorized our client services into two areas: Financial Advice and Financial Planning. This role will focus on providing ongoing support and advice to an established client base within the Advice segment, specifically catering to BDO Wealth's single-need or simplified advice clients.
• Providing advice on investments, retirement planning, long-term insurance, and tax strategies, and reviewing and adjusting plans as needed.
• Opportunities to participate in client-focused events and training programs, along with networking prospects to expand the existing client base through referrals and the acquisition of new clients.
• An opportunity to learn from more senior financial planners through weekly team meetings and discussions, fostering professional growth and development.
• This position services an established client base and offers a competitive base salary, with no commission structure. In addition, there is the potential to earn an annual performance-based bonus, recognizing your contributions and achievements over the course of the year.

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 Long-Term Insurance.
• Certified Financial Planner® Professional, or currently working towards this designation is preferred.
• A minimum of 1-3 years of experience as a Representative on the license of a Financial Planning practice, specifically the following license categories: Long-Term Insurance A, B1, B1-A, B2, B2-A & 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)
• Proficiency in using Elite Wealth or similar financial planning software is essential.
• Strong skills in MS Office 365.