Assistant Financial Planner at BDO South Africa

What this traineeship offers:

• The opportunity to work closely with senior Financial Planners to obtain guidance and practical experience with the 6-step Financial Planning Process, client interaction & meetings.
• Thorough training and understanding of the company’s in-house Financial Planning platform.
• The opportunity to become part of an existing Financial Planning team and align with the company policies, processes and compliance ethos.
• 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:

• B.Com (Honours) in Financial Planning or equivalent.
• Post Graduate Diploma in Financial Planning.
• Willing to work towards sitting and passing the FPI Board exam for admittance to the CFP® designation (this is a compulsory contractual requirement).
• Prepared to study for and pass the FAIS Regulatory Exam 5 for Representatives.

Measurement of Performance:

• 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.
• Good knowledge of the Financial Planning Industry, financial products and financial planning concepts, as well as investments, tax and general financial analysis.
• Bi-annual management appraisal related to performance, progress & knowledge gained.
• Ability to manage the workload and requirements as laid down or requested via the allocated Financial Planners.
• Completion of Academic requirements within the contracted 2-year period.
• A work ethic that ensures accuracy of work produced and adherence to stipulated turnaround times.

Required Skills

• Good knowledge of the Financial Planning Industry, financial products and financial planning concepts, as well as investments, tax and general financial analysis.
• Completion of all required academic qualifications with the contractual period of two years.
• A work ethic that ensures accuracy of work produced and adherence to stipulated turnaround times..