Bdo: financial planner (cape town cbd)

BDO Wealth Advisers() 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. Opportunities to participate in client-focused events and training programs, alo...