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
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Job Title: Assistant Financial Planner – Wealth<\/strong> Job Summary:<\/strong> The standard requirements for entry and the skills development progress required are outlined below: Team Responsibilities:<\/strong> Growth Responsibilities:<\/strong> Requirements:<\/strong> Measurement of Performance:<\/strong> Required Skills:<\/strong> General:<\/strong> CONSENT TO PROCESS YOUR INFORMATION:<\/strong><\/p>\n By sending us your application, Curriculum Vitae, academic records, qualifications, or any other personal information as defined by POPIA:
\nLocation:<\/strong> Nationwide, Nationwide, South Africa
\nReference #:<\/strong> WTH_01
\nContract Type:<\/strong> Permanent\/Contract
\n24 Months
\nSalary:<\/strong> Market Related<\/p>\n
\nBDO 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\u00ae registered Financial Planner within the Organisation.
\nThis 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.<\/p>\n
\nKey Responsibility Areas:<\/strong>
\n1.Thoroughly understand the company\u2019s in house Financial Planning platform \u2013 Elite Wealth.
\n2.Collect and maintain client data through the company\u2019s in house Financial Planning platform \u2013 Elite Wealth.
\n3.Become completely familiar with the company\u2019s Processes and Compliance Ethos.
\n4.Work closely with one or more existing Financial Planners in order to learn the Financial Planning Process, client interaction and regular client Reviews.
\n5.Attendance at all client related events and training programmes.<\/p>\n
\n1.Become part of and participate in all team related activities to ensure that the team Ethos is developed.
\n2.Be prepared to undertake additional project work and associated functions.<\/p>\n
\n1.Work towards sitting and passing the FPI Board exam for admittance to the CFP\u00ae designation. (This is a compulsory contractual requirement)
\n2.Be prepared to study for and pass the FAIS Regulatory Exam 5 for Representatives.<\/p>\n
\nMinimum Entry Requirements:<\/strong>
\n1.B. Com (Honours) in Financial Planning or equivalent.
\n2.Higher Diploma in Financial Planning (If Honours have not been obtained)<\/p>\n
\n1.Half Yearly management appraisal related to performance, progress & knowledge gained (This will be assessed by the allocated Financial Planners and the Business Manager)
\n2.Ability to manage the workload and requirements as laid down or requested via the allocated Financial Planners.
\n3.Completion of Academic requirements.<\/p>\n
\n1.Good knowledge of the Financial Planning Industry, financial products and financial planning concepts, as well as investments, tax and general financial analysis.
\n2.Completion of all required academic qualifications with the contractual period of two years.
\n3.A work ethic that ensures accuracy of work produced and adherence to stipulated turnaround times.<\/p>\n
\nSuccessful 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.
\nA 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.<\/p>\n
\n1.You have disclosed up to date and accurate records; and
\n2.You agree to us keeping your records in our data base as per our Retention Policy.<\/p>\n