BDO Wealth Advisers (www.bdowealth.co.za) is seeking a Financial Planner to join the BDO Financial Planning team. This role involves supporting a national client base, to be based at our regional office located in Cape Town. The position is full-time and permanent.
What this position offers:
- The chance to join an established national Financial Planning team and align with the firm’s policies, processes, and compliance standards as an FPI Approved Financial Planning Practice.
- BDO Wealth has categorized our client services into two areas: Financial Advice and Financial Planning. This role will focus on providing ongoing support and advice to an established client base within the Advice segment, specifically catering to BDO Wealth's single-need or simplified advice clients.
- Providing advice on investments, retirement planning, long-term insurance, and tax strategies, and reviewing and adjusting plans as needed.