Financial Planner - Cape Town
BDO South Africa
Cape Town, Western Cape, South Africa
6d ago

Company BDO South Africa Reference # WTH 01 Published 12 / 07 / 2021 Contract Type Permanent Salary Market Related Location Cape Town, Western Cape, South Africa Duration 24 Months Introduction 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.

BDO’s global organisation extends across 167 countries and territories, with 91,054 people working out of 1,658 offices and we’re 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.

BDO South Africa has a vacancy for a Financial Planner in our Cape Town office. Job Functions Advisory,Financial Planning Industries Accounting & Auditing Specification BDO Wealth Advisers (www. has an opportunity for a Certified Financial Planner® professional. The Financial Planner will have a direct reporting line to Managing Director, BDO Wealth Advisers, and will be based in Cape Town.

As a BDO Financial Planner you will be responsible for :

  • Advising new and existing clients on their personal financial planning. BDO adopts a holistic lifestyle financial planning approach, using cash flow modelling and target investment returns to balance the longevity of lifetime capital.
  • Establishing new client relationships with an appointment of BDO Wealth Advisers as their financial planner. The primary focus for new client acquisition will be to establish alliance with BDO South Africa Partners, Directors and Managers.
  • Engaging with range of complimentary professional services, both within and external to BDO South Africa, to address clients holistic financial planning and wealth management needs.
  • Maintaining professional, advisory relationship with clients.
  • Management oversight of the administration associated with wealth advisory business process and client servicing.
  • Requirements Qualifications :

  • Post Graduate Diploma in Financial Planning (NQF8)
  • CFP® professional designation
  • FSCA Regulatory Exam 5 (Representative)
  • Experience :

  • Licensed Financial Services Provider Representative with applicable license designations, namely FSP categories 1.1 to 1.5, 1.7 to 1.14 and 1.18.
  • Minimum 3 years client advisory experience in personal financial planning as lead relationship holder to a portfolio of clients
  • Client portfolio requirements :

  • Preference will be given to Financial Planners that have an existing, unencumbered client portfolio that is can be transferred to BDO Wealth Advisers.
  • Competencies :

  • Self motivated and confident professional
  • Business growth and new business development acumen
  • Confident in relationship management and collaboration with clients and alliance partners
  • Public speaking and presentation skills
  • Professional verbal and written communication skills (both corporate and individual client)
  • High level of computer literacy on MS Office 365 suite
  • Preference given to working experience with Elite Wealth and Finametrica
  • Remuneration :

  • Remuneration comprises both fixed and variable components.
  • Fixed annual salary on a CTC basis. Salary is aligned to experience and client portfolio profitability.
  • Variable incentive linked to portfolio profitability and annual growth in portfolio fee income.
  • The key performance areas for Financial Planner are :

  • Maintaining existing client relationships and portfolio profitability (gross margin measure of profitability).
  • Securing new client relationships and growing the client portfolio.
  • Maintaining regulatory fit and proper requirements.
  • Mentoring Assistant Financial Planners and Associate Financial Planners with practical client experience and guidance.
  • Creating and maintaining a media profile through opinion and thought leadership in financial planning.
  • The appointment will be made in terms of the firm’s Employment Equity Policy.

    Only short-listed candidates will be contacted.

    Job Closing Date 30 / 11 / 2021 Share on

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