Posted on :
29 Sep, 2021
29 Sep, 2021
At BDO, we believe in investing in our people to help them grow, both professionally and personally. The foundation of our business is strong relationship, with colleagues, clients and other stakeholders and we work hard every day to make this a reality. Our commitment is to create unlimited growth by giving our people continuous opportunities and our client’s unparalleled support.
BDO’s global organisation extends across 167 countries and territories, with 91,054 people working out of 1,658 offices – and we’re all working towards one goal: to provide our clients with exceptional service. Our firms across the organisation cooperate closely and comply with consistent operating principles and quality standards.
Job Title: Assistant Financial Planner – Wealth
Location: Nationwide, Nationwide, South Africa
Reference #: WTH_01
Contract Type: Permanent/Contract
Salary: Market Related
BDO Wealth Advisers select a number of post graduate candidates on a yearly basis in order to provide a structured career path towards becoming a CFP® registered Financial Planner within the Organisation.
This is initially a 2 year contracted position and subject to performance and the achievement of the FPI CPE Board Exam, this initial contractual position can become permanent.
The standard requirements for entry and the skills development progress required are outlined below:
Key Responsibility Areas:
1.Thoroughly understand the company’s in house Financial Planning platform – Elite Wealth.
2.Collect and maintain client data through the company’s in house Financial Planning platform – Elite Wealth.
3.Become completely familiar with the company’s Processes and Compliance Ethos.
4.Work closely with one or more existing Financial Planners in order to learn the Financial Planning Process, client interaction and regular client Reviews.
5.Attendance at all client related events and training programmes.
1.Become part of and participate in all team related activities to ensure that the team Ethos is developed.
2.Be prepared to undertake additional project work and associated functions.
1.Work towards sitting and passing the FPI Board exam for admittance to the CFP® designation. (This is a compulsory contractual requirement)
2.Be prepared to study for and pass the FAIS Regulatory Exam 5 for Representatives.
Minimum Entry Requirements:
1.B. Com (Honours) in Financial Planning or equivalent.
2.Higher Diploma in Financial Planning (If Honours have not been obtained)
Measurement of Performance:
1.Half Yearly management appraisal related to performance, progress & knowledge gained (This will be assessed by the allocated Financial Planners and the Business Manager)
2.Ability to manage the workload and requirements as laid down or requested via the allocated Financial Planners.
3.Completion of Academic requirements.
1.Good knowledge of the Financial Planning Industry, financial products and financial planning concepts, as well as investments, tax and general financial analysis.
2.Completion of all required academic qualifications with the contractual period of two years.
3.A work ethic that ensures accuracy of work produced and adherence to stipulated turnaround times.
Successful candidates will have the opportunity to work with well qualified and knowledgeable Financial Planners and Practice Managers, as well as being given the opportunity to develop hands on skills to become Financial Planners after a reasonable period of time and subject to recommendation by allocated Financial Planners and Mentors.
A successful candidate will possess an ambition to become a Financial Planner and will understand what it takes to carve a career within this demanding profession.
CONSENT TO PROCESS YOUR INFORMATION:
By sending us your application, Curriculum Vitae, academic records, qualifications, or any other personal information as defined by POPIA:
1.You have disclosed up to date and accurate records; and
2.You agree to us keeping your records in our data base as per our Retention Policy.
By 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.
Application Deadline: 13/10/2021