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.<\/p>\n
BDO\u2019s global organisation extends across 167 countries and territories, with 91,054 people working out of 1,658 offices \u2013 and we\u2019re 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.<\/p>\n
BDO Wealth Advisers (www.bdowealth.co.za) has an opportunity for a Certified Financial Planner\u00ae professional. The Financial Planner will have a direct reporting line to Managing Director, BDO Wealth Advisers, and will be based in Durban.<\/p>\n
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Job Title: Financial Planner – Durban<\/strong> Job Summary:<\/strong> Requirements:<\/strong> Experience:<\/strong> Client portfolio requirements:<\/strong> Competencies:<\/strong> Remuneration:<\/strong>
\nLocation:<\/strong> Durban, KwaZulu-Natal, South Africa
\nReference #:<\/strong> WTH_01
\nContract Type:<\/strong> Permanent
\nSalary:<\/strong> Market Related
\nDuration:<\/strong> 24 Months<\/p>\n
\nAs a BDO Financial Planner you will be responsible for:<\/strong>
\n\u2022Advising new and existing clients on their personal financial planning. BDO adopts a holistic lifestyle financial planning approach, using cash flow modelling and target investment returns to balance the longevity of lifetime capital.
\n\u2022Establishing new client relationships with an appointment of BDO Wealth Advisers as their financial planner. The primary focus for new client acquisition will be to establish alliance with BDO South Africa Partners, Directors and Managers.
\n\u2022Engaging with range of complimentary professional services, both within and external to BDO South Africa, to address clients holistic financial planning and wealth management needs.
\n\u2022Maintaining professional, advisory relationship with clients.
\n\u2022Management oversight of the administration associated with wealth advisory business process and client servicing.<\/p>\n
\nQualifications:<\/strong>
\n\u2022Post Graduate Diploma in Financial Planning (NQF8)
\n\u2022CFP\u00ae professional designation
\n\u2022FSCA Regulatory Exam 5 (Representative)<\/p>\n
\n\u2022Licensed Financial Services Provider Representative with applicable license designations, namely FSP categories 1.1 to 1.5, 1.7 to 1.14 and 1.18.
\n\u2022Minimum 3 years client advisory experience in personal financial planning as lead relationship holder to a portfolio of clients<\/p>\n
\n\u2022Preference will be given to Financial Planners that have an existing, unencumbered client portfolio that is can be transferred to BDO Wealth Advisers.<\/p>\n
\n\u2022Self\u2013motivated and confident professional
\n\u2022Business growth and new business development acumen
\n\u2022Confident in relationship management and collaboration with clients and alliance partners
\n\u2022Public speaking and presentation skills
\n\u2022Professional verbal and written communication skills (both corporate and individual client)
\n\u2022High level of computer literacy on MS Office 365 suite
\n\u2022Preference given to working experience with Elite Wealth and Finametrica<\/p>\n
\n\u2022Remuneration comprises both fixed and variable components.
\n\u2022Fixed annual salary on a CTC basis. Salary is aligned to experience and client portfolio profitability.
\n\u2022Variable incentive linked to portfolio profitability and annual growth in portfolio fee income.<\/p>\n