Financial Planner (Durban)

Bdo South Africa; Durban; On-site; ZAR 200 000 - 300 000; Full time

Job summary

An established financial services firm in Durban seeks a Financial Planner to join their team. The role involves advising clients on investments and financial strategies while providing ongoing support to an existing client base. Candidates should possess relevant qualifications in Financial Planning and have at least 2 years of experience in a similar role. The firm is committed to professional growth and offers a competitive salary alongside potential bonuses, promoting a supportive environment for career advancement.

Benefits

Competitive base salary

Annual performance-based bonus

Opportunities for professional growth

Qualifications

• Minimum of 2 years of experience as a Representative on the license of a Financial Planning practice.
• Completion of RE5 exams required.
• Appropriate Class of Business accreditation for Investments, Pension Fund Benefits, and Long-Term Insurance.

Responsibilities

• Provide ongoing support and advice to an established client base.
• Assist clients with investments, retirement planning, long-term insurance, and tax strategies.
• Participate in training programs and networking events to expand the client base.

Skills

Analytical skills

Communication skills

Organizational skills

Proficiency in financial products and regulations

Client relationship management

Education

Relevant tertiary qualification in Financial Planning

Certified Financial Planner® Professional or working towards this designation

Tools

Elite Wealth or similar financial planning software

MS Office

Job description

Job title: Financial Planner (Durban)

Job Location: KwaZulu-Natal, Durban

Deadline: December 13

Description

BDO Wealth Advisers is seeking a Financial Planner to join the BDO Financial Planning team.

This role involves supporting a national client base and will be based at our regional office located in Cape Town.

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.
• 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 2 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.

Required Skills & Measurement of Performance

The ideal candidate will be driven to contribute to and support our existing Advice clients, with a clear understanding of what it takes to build a successful career in this challenging profession.

Strong analytical, communication, and organizational skills, along with expertise in financial products, regulations, and client relationship management.

Experience with financial software and a client-centric approach are also important.

Bi-annual management appraisal related to performance, progress & knowledge gained.

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.

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 well-being.