Paraplanner (Western Cape)

Description BDO Wealth Advisers (www.bdowealth.co.za) has an opportunity for a Para-Planner to join the BDO Financial Planning team, in our Cape Town office. This appointment is for a full time, permanent position. What this position offers: The opportunity to work with senior Financial Planners throughout the full 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 as a FPI Approved Financial Planning Practice. 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, or currently studying towards this professional designation, would be advantageous. At least 3 - 5 years' work experience in a similar role within a Financial Planning practice. Experience working with Elite Wealth or similar financial planning software would be advantageous. Excellent Microsoft Office 365 skills. Required Skills & Performance Measures Demonstrate the ambition to contribute to and support the Financial Planning team. Understand what it takes to build a successful career within this demanding profession. Possess a good knowledge of the Financial Planning industry, financial products, financial planning concepts, investments, taxation, and general financial analysis. Participate in bi-annual management appraisals relating to performance, progress, and knowledge gained. Be able to effectively manage workloads and requirements as allocated by the Financial Planner. Display a strong work ethic, ensuring accuracy, attention to detail, adherence to turnaround times, and high-quality work delivery. General Work alongside highly qualified and knowledgeable Financial Planners. Develop practical, hands-on skills and gain valuable industry experience.