Job Summary:

We are seeking an experienced Paraplanner to join our internal financial planning team. The Paraplanner will be a key asset in supporting our financial advisors by conducting thorough financial analysis, preparing and executing comprehensive financial plans, ensuring regulatory compliance, and taking on a leadership role within the paraplanning team. Please note that this is not a BEE role, so we invite all EE statuses to apply, as we are looking for the best candidate regardless of race, gender or religion.  

Key Responsibilities:

1. Financial Analysis and Research

• Conduct in-depth financial analysis for clients, including:
  • Risk assessments,
  • Cash flow analysis (including FX transactions),
  • Tax Calculations and
  • Investment performance.
• Research and evaluate various financial products, investment strategies, and taxation issues.
• Collaborate with advisors to develop customized financial plans for clients.

 

2. Financial Planning

• Prepare comprehensive financial plans that address clients' goals, retirement planning, estate planning, and investment strategies.
• Draft proposals and quote packs based on client needs and advisor notes.
• Review and refine existing financial plans, ensuring they align with clients' changing circumstances and objectives.

 

3. Documentation and Legal Compliance

• Ensure all documentation and client files are accurate, complete, and compliant with regulatory requirements.
• Stay updated on industry regulations and make necessary updates to processes and procedures to maintain compliance.
• Understand and execute on all CDD requirements.

4. Communication

• Provide technical support to advisors and clients
• Assist financial advisors in presenting financial plans to clients and addressing any questions or concerns.
• Liaise with admin teams and providers on applications and submissions.
• Act as a point of contact for clients, providing excellent customer service and maintaining client relationships.

 

5. Continuous Learning

• Stay updated on industry trends, financial planning strategies, and regulatory changes.
• Attend professional development and training opportunities to enhance knowledge and skills.

 

Requirements:

• Relevant tertiary qualification in Financial Planning e.g. BCom with an appropriate post-grad qualification (minimum NQF level 6); CFP and RE5 beneficial.
• At least 5 years’ experience in a paraplanning or financial services role.
• Strong knowledge and proficiency in financial planning software e.g. Xtools and CRM systems, ideally within financial services.
• Solid understanding of financial markets, investment products, and tax regulations.
• Advanced proficiency in MS Office Suite – Especially MS Excel.
• Excellent analytical, research, and problem-solving abilities.
• Strong interpersonal and communication skills.
• Exceptional attention to detail, with a commitment to high compliance and professional standards.
• Ability to work independently and effectively manage multiple tasks.

   

How to apply: Please send your CV and a motivation letter to info@fpm.co.za

     

 

About the Role

Our FPM Risk and Wealth Management team is currently searching for a driven and strategic Senior Investment Advisor ready to advance their career in a leading financial services practice. Initially focused on developing and advising clients on our suite of investment products, this individual will be groomed for progression to Key Individual status on our FSCA licence, with the potential future prospect of guiding and leading the advisory team.   Please note that this role is open to all candidates as FPM prides itself in hiring the best candidates regardless of race, gender or religion.  

Key Responsibilities / Requirements:

• Identify, engage, and support new and existing clients with tailored investment solutions. Deep knowledge of retirement products, estate planning and investment vehicles is essential.
• Knowledge of the long term insurance product world is necessary as this forms part of an overall and comprehensive financial plan.
• Confident professional ability to conduct comprehensive financial needs analyses to recommend holistic financial plans tailored to a range of client categories, including high net-worth individuals and families.
• High level presentation skills to propose our portfolio of products — including investment vehicles as well as long term insurance cover — with expertise and integrity.
• Drive new business development through networking, digital outreach, referrals, and community engagement. This includes working through the existing FPM client base to identify opportunities and engaging with such clients to offer all FPM services as well as working the network this candidate will have already built up through a successful career to date in the investment advisory world.
• Prepare compelling proposals and deliver comprehensive presentations to individual clients, families, and corporate groups.
• Negotiate and close sales, ensuring alignment with company values, FSCA regulations, and client best interests.
• Maintain meticulous records of sales activity, advice provided, and client interactions using industry-standard CRM tools.
• Collaborate closely with compliance, support, and onboarding teams to ensure client satisfaction and regulatory adherence.
• Stay abreast and informed of financial markets, legislative changes, and competitor offerings, positioning yourself as a trusted advisor.
• Demonstrate leadership qualities and a commitment to professional development, aiming to qualify as a Key Individual and take on a mentorship and team leadership role in the future.
• Be proficient in following up possible leads in cross-sales opportunities.

 

Required Qualifications, Experience and Competencies:

• 10+ years of advisory or sales experience in investment solutions, life insurance and risk management.
• FSCA-registered Representative, with ambition and aptitude to become a Key Individual (RE5, RE1 and relevant regulatory qualifications).
• A minimum of a BCom with appropriate post-graduate qualification as a CFP.
• Knowledge of Category II products and licences would be highly beneficial (RE3 regulatory qualification).
• Proven success in meeting or exceeding targets and delivering client-centric advice.
• Solid understanding of investment products and long-term insurance as well as South African regulatory environment, and compliance processes.
• Advanced proficiency with CRM systems and Microsoft Office Suite.
• Solid up to date knowledge of the fiduciary environment in South Africa and the ability to support such activities in all respects.
• Technical Financial knowledge: Analytical and Quantitative skills
• Exceptional communication, interpersonal, and relationship-building skills.
• Strong negotiation and closing abilities, with a consultative approach.
• Self-motivated, ambitious, and resilient; able to work independently and collaboratively.
• Commitment to ethical practice, regulatory compliance, and ongoing professional development.
• Leadership potential, with a passion for mentoring and guiding peers.

 

What We Offer:

• Competitive base salary with attractive commission structure or alternatively an attractive earnings model based on measured outputs.
• Access to market-leading insurance and investment products.
• Structured development plan to achieve Key Individual status and team leadership.
• Ongoing training, support, and opportunities for career advancement.
• A collaborative, innovative, and inclusive work environment.
• A clear career path with extraordinary opportunities for the right person.

  If you’re ready to shape your future as a leader in long-term risk and investment advice, we invite you to consider this opportunity and grow with us.  

Application Process:

Interested candidates are invited to submit a CV and a brief cover letter outlining their motivation for applying and how their qualifications align with the requirements of this role. This must be sent to info@fpm.co.za with the following as a subject line: FPM RWM: Name Surname (e.g. FPM RWM: John Doe).  

 

Reference Number

WTHJHB10DEC25NR

Description:

Operations Manager: Financial Planning (National) based in Johannesburg BDO Wealth Advisers (www.bdowealth.co.za) is recruiting a skilled and experienced Operations Manager to join our Financial Planning division. This role is based in Johannesburg, with national responsibilities supporting our Wealth clusters across regions. This position is full-time and permanent.  

What this role offers:

An opportunity to lead the operational backbone of a national Financial Planning business, ensuring a high-performance, compliant, and client-centric environment. Responsibilities include supervision governance, process integrity, and performance enablement that supports our advice teams to deliver exceptional client outcomes. You will work closely with the COO, MD, and key Group functions (Compliance, Finance, People & Culture) to ensure alignment to regulatory requirements and BDO’s strategic direction. You’ll play a critical role in shaping:

• Operational excellence across Wealth systems and processes
• Regulatory and licence oversight, including FAIS/FICA/POPIA coordination
• People development frameworks, including the Wealth 2-year Trainee Programme
• Business reporting & data governance enabling strategic decisions

This position offers a market-related remuneration package aligned to experience and role seniority.

Requirements:

Primary Responsibilities:

• Operational Systems & Data Governance Ensure strong adoption, data integrity, and performance reporting across platforms including Elite Wealth, Commspace, SharePoint and Power BI. Conduct workflow audits and support efficiency improvements through automation and AI tools.
• Compliance Oversight & Risk Coordination Maintain supervision structures, licence and register accuracy, and support regulatory audits and investigations. Drive consistent compliance behaviours across clusters.
• People Development & Cluster Support Conduct monthly engagements with Planners, Paraplanners, Administrators, and Trainees to track performance, capacity, and progress to competency. Lead the Traineeship programme rollout and reporting.
• Business Reporting & Insights Deliver dashboards and operational insights monthly to COO & MD, highlighting risk, capacity, and improvements required. Support Exco and Board reporting.
• Process Integrity & Continuous Improvement Maintain SOPs, champion efficient workflows, and lead annual process reviews to embed operational consistency and resilience.
• Cross-functional Collaboration & Stakeholder Engagement Partner with Group functions on projects and support engaging external partnerships with universities and industry bodies.

  Minimum Requirements:

• A tertiary qualification in Financial Planning or similar
• Certified Financial Planner® Professional
• 5–10 years within Financial Services, ideally in operations, compliance, or practice management for an FSP
• Solid understanding of FAIS, FICA, POPIA, and representative supervision requirements
• Experience with CRM/workflow systems (such as Elite Wealth or similar)
• Strong data-governance and reporting capabilities

Key Competencies:

• Technical: Operational risk management, SOP & process mapping, data integrity oversight, performance framework administration, automation adoption, regulatory reporting.
• Behavioural: High attention to detail, critical thinking, leadership presence, clear communication, problem-solving under pressure, strong coaching approach, resilience in a transforming environment.

  General: If you are passionate about operational excellence and believe in enabling professionals to deliver exceptional advice and service, we invite you to apply. This is a role for someone who enjoys both structure and innovation, and knows how to bring the two together.   Work Level - Middle Management Job Type - Permanent Salary - Market Related EE Position - Yes Location - JHB Illovo  

Click here to apply: Application

 

Reference Number

WTHDBN10NOV25NR

Description:

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 Durban. 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, along with networking prospects to expand the existing client base through referrals and the acquisition of new clients.
• An opportunity to learn from more senior financial planners through weekly team meetings and discussions, fostering professional growth and development.
• This position services an established client base and offers a competitive base salary, with no commission structure. In addition, there is the potential to earn an annual performance-based bonus, recognizing your contributions and achievements over the course of the year.

Minimum Requirements to apply:

• A relevant tertiary qualification in Financial Planning, completion of RE5 exams, and appropriate Class of Business accreditation for Investments, Pension Fund Benefits and Long-Term Insurance.
• Certified Financial Planner® Professional, or currently working towards this designation is preferred.
• A minimum of 2 years of experience as a Representative on the license of a Financial Planning practice, specifically the following license categories:

Long-Term Insurance A, B1, B1-A, B2, B2-A & C, Retail Pension Benefits, Pension Fund Benefits, Participatory Interest in Collective Investment Schemes. (1.1; 1.3; 1.4; 1.5; 1.7; 1.14, 1.20, 1.21, 1.22)

• Proficiency in using Elite Wealth or similar financial planning software is essential.
• Strong skills in MS Office 365.

Requirements:

Required Skills & Measurement of Performance:

• The ideal candidate will be driven to contribute to and support our existing Advice clients, with a clear understanding of what it takes to build a successful career in this challenging profession.
• Strong analytical, communication, and organizational skills, along with expertise in financial products, regulations, and client relationship management.
• Experience with financial software and a client-centric approach are also important.
• Bi-annual management appraisal related to performance, progress & knowledge gained.
• Strong ability to manage workload and a diligent work ethic, ensuring high accuracy in tasks and adherence to specified turnaround times, with a keen attention to detail.General

If you meet the above requirements and are eager to contribute to a dynamic team while advancing your career in financial planning, we encourage you to apply. BDO Wealth offers a supportive environment where you can continue to grow professionally and make a meaningful impact on our clients’ financial well-being. Consent to process your information By sending us your application, Curriculum Vitae, academic records, qualifications, or any other personal information as defined by POPIA:

• You have disclosed up to date and accurate records; and
• You agree to us keeping your records in our data base as per our Retention Policy.

Declaration: 

By agreeing to the terms herein, you give BDO South Africa the authority to process your personal information. This consent will remain valid until such time as we have received instructions from you to request, subject to any applicable law and where appropriate, the correction, updating or deletion of your personal information held by us. You further acknowledge and declare that all personal information supplied to BDO is accurate, up to date, not misleading and complete in all respects. Work Level - Senior Job Type - Permanent Salary - Market Related EE Position - No Location - Durban  

Click here to apply : Application

Reference Number

WTHCTN10NOV25NR

Description

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.
• Opportunities to participate in client-focused events and training programs, along with networking prospects to expand the existing client base through referrals and the acquisition of new clients.
• An opportunity to learn from more senior financial planners through weekly team meetings and discussions, fostering professional growth and development.
• This position services an established client base and offers a competitive base salary, with no commission structure. In addition, there is the potential to earn an annual performance-based bonus, recognizing your contributions and achievements over the course of the year.

Minimum Requirements to apply:

• A relevant tertiary qualification in Financial Planning, completion of RE5 exams, and appropriate Class of Business accreditation for Investments, Pension Fund Benefits and Long-Term Insurance.
• Certified Financial Planner® Professional, or currently working towards this designation is preferred.
• A minimum of 2 years of experience as a Representative on the license of a Financial Planning practice, specifically the following license categories:

Long-Term Insurance A, B1, B1-A, B2, B2-A & C, Retail Pension Benefits, Pension Fund Benefits, Participatory Interest in Collective Investment Schemes. (1.1; 1.3; 1.4; 1.5; 1.7; 1.14, 1.20, 1.21, 1.22)

• Proficiency in using Elite Wealth or similar financial planning software is essential.
• Strong skills in MS Office 365.

Requirements:

Required Skills & Measurement of Performance:

• The ideal candidate will be driven to contribute to and support our existing Advice clients, with a clear understanding of what it takes to build a successful career in this challenging profession.
• Strong analytical, communication, and organizational skills, along with expertise in financial products, regulations, and client relationship management.
• Experience with financial software and a client-centric approach are also important.
• Bi-annual management appraisal related to performance, progress & knowledge gained.
• Strong ability to manage workload and a diligent work ethic, ensuring high accuracy in tasks and adherence to specified turnaround times, with a keen attention to detail.General

If you meet the above requirements and are eager to contribute to a dynamic team while advancing your career in financial planning, we encourage you to apply. BDO Wealth offers a supportive environment where you can continue to grow professionally and make a meaningful impact on our clients’ financial well-being. Consent to process your information By sending us your application, Curriculum Vitae, academic records, qualifications, or any other personal information as defined by POPIA:

• You have disclosed up to date and accurate records; and
• You agree to us keeping your records in our data base as per our Retention Policy.

Declaration:

By agreeing to the terms herein, you give BDO South Africa the authority to process your personal information. This consent will remain valid until such time as we have received instructions from you to request, subject to any applicable law and where appropriate, the correction, updating or deletion of your personal information held by us. You further acknowledge and declare that all personal information supplied to BDO is accurate, up to date, not misleading and complete in all respects Work Level - Senior Job Type - Permanent Salary - Market Related EE Position - No Location - Cape Town CBD  

Click here to apply: Application