Paraplanner (Western Cape)
BDO South Africa · Western Cape
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- 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.
Requirements
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.