Paraplanner - JHB at BDO South Africa

What this position offers: 

• The opportunity to work with senior Financial Planners throughout the 6-step 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. 
• 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 
• At least 3 years’ work experience within a Financial Planning practice. 
• Experience in working with Elite Wealth’s financial planning software would be an advantage.
• Excellent MS Office 365 skills.

Required Skills & Measurement of Performance:

• A successful candidate will possess an ambition to contribute to and support our Financial Planning team 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. 
• A work ethic that ensures accuracy of work produced and adherence to stipulated turnaround times and attention to detail.