BDO South Africa

www.bdo.co.za

1 Job

1,816 Employees

About the Company

Audit | Advisory | Tax The South African member firm of BDO International - The Leader for Exceptional Client Service since 1963 BDO clients experience a distinctive level of service, built on exceptional relationships and a deep understanding of their business. It is these relationships and in-depth understanding that enables us to serve our clients better, thereby meeting their immediate needs and long term ambitions. We provide solutions that are practical and workable, and not overcomplicated by unnecessary process. Our client service teams comprise accounting and business advisers who not only understand the domestic market, but who also have access to a global network in 162 countries that can deliver a seamless and reliable level of service. As a leading mid-size professional services firm in South Africa and part of the global BDO organisation - we are capable of competing with the larger firms but are still small enough to care. We are agile, innovative and dynamic, thereby allowing us to adapt to each client's particular needs because "what matters to you, matters to us". There is a growing need for additional choice in the provision of professional services. BDO is the obvious alternative.

Listed Jobs

Company Name: BDO South Africa
Job Title: Trainee Financial Planner
Job Description: **Job Title:** Trainee Financial Planner **Role Summary:** Two‑year contracted traineeship designed to develop aspiring financial planners toward the Certified Financial Planner (CFP®) designation. The program provides structured training, exposure to multiple financial planning platforms, client interaction, and project work under senior planners. **Expectations:** - Demonstrate strong ambition to become a qualified Financial Planner. - Manage workload efficiently and meet assigned deadlines with high accuracy. - Complete all academic and professional exams within the 2‑year period (FPI Financial Plan and FAIS Exam 5). - Maintain professional ethics and adhere to regulatory standards. **Key Responsibilities:** - Support senior Financial Planners and para‑planners on client engagements. - Participate in client meetings, prepare meeting notes, and assist in presenting financial plans. - Conduct financial analysis, product research, and case‑study exercises. - Develop draft financial plans and recommendations under supervision. - Contribute to internal projects and initiatives to broaden professional knowledge. - Ensure compliance with FAIS regulations and internal quality standards. **Required Skills:** - Solid understanding of financial planning concepts, products, investments, taxation, and financial analysis. - Strong analytical and quantitative abilities. - Effective communication and interpersonal skills for client interaction. - High attention to detail, accuracy, and adherence to turnaround times. - Ability to prioritize tasks, manage time, and work independently or as part of a team. **Required Education & Certifications:** - B.Com (Honours) in Financial Planning *or* equivalent qualification, **or** Post‑Graduate Diploma in Financial Planning. - Candidates completing the above qualification in 2025 may apply, provided proof of final passing is submitted by December 2025. - Commitment to sit for and pass the FPI Financial Plan exam (required for CFP® candidacy). - Commitment to sit for and pass the FAIS Regulatory Exam 5 for Representatives.