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BDO: Financial Planner (Durban)

Company

Financial Planning Institute

Location

durban, kwazulu natal

Type

Full-time

BDO Wealth Advisers( is seeking aFinancial Plannerto 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 event...

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