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2021 Financial Planner Trainee - Wealth, Johannesburg

Company BDO South Africa
Reference # WTH_01
Published 15/07/2020
Contract Type Temporary
24 Months
Location Johannesburg, Gauteng, South Africa
Introduction
So, you are considering joining BDO in South Africa for a traineeship position. As the South African member firm of the global BDO organisation, one of the fastest growing professional services networks globally, you would be making a good choice for your future career.

You would be joining an organisation with representation in over 167 countries and territories, including 58 Africa countries.

We know that it’s important to you to be part of something that matters, a firm that is making an impact on its profession as well as the communities in which it is located. You’ll find all that, and more, at BDO.

ONE ORGANISATION – GLOBALLY CONNECTED
BDO’s global organisation extends across 167 countries and territories, with 88,120 people working out of 1,617 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.

OUR PURPOSE

PEOPLE HELPING PEOPLE ACHIEVE THEIR DREAMS
Our mission defines who we are and why we exist. It’s our core purpose. We play a big role in helping our clients and people achieve their dreams. Our mission keeps us grounded and humble about our impact on people’s lives every day.

What you can expect when you join BDO.

1. A commitment to creating unlimited growth by giving our people continuous opportunities
2. A friendly and supportive culture, surrounded by teammates who are on the same journey as you
3. Collaboration and an open-door policy, all the way up to our CEO
4. A mentor to guide and challenge you
5. Exposure to a range of clients, from large JSE-listed companies to smaller owner-managed businesses
6. Opportunities to show you care through our CSI initiatives
7. A chance to meet other colleagues at our Sports & Social functions
8. Secondment opportunities for qualifying staff
9. Hands-on involvement in audit work from the day you join
10. A choice of six offices in South Africa offering audit work. Our other offices do Advisory work and as such traineeships are not available in Nelspruit, Roodepoort, Stellenbosch.
11.A firm big enough to be able to access the best group of experts for a client’s needs from our national and international network, and small enough to be responsive and innovative in tackling challenges.
Job Functions Advisory,Financial Planning
Industries Accounting & Auditing
Specification
The Wealth Advisors Trainee Programme is a two-year contract at BDO Johannesburg, successful candidates will be mentored by a qualified CFP® professional under the BDO mentorship programme.
Requirements
Requirements:
•BCom degree
•BCom Honours in Financial Planning or Postgraduate Diploma in Financial Planning
•Eligible to write CFP® board exam during 2021

Competencies:
•Excellent communication skills, both verbal and written
•Methodical and organised
•High attention to detail
•Ability to prioritise
•High level of computer literacy on MS Excel, Word, PowerPoint, Outlook and Internet Explorer

Kindly attach the following documentation:
•CV
•Matric certificate
•Academic transcripts
•Motivational letter sharing why you want to be a CFP®

Closing date for applications is 31 October 2020.
The appointment will be made in terms of the firm’s Employment Equity Policy.
Only short-listed candidates will be contacted.
Job Closing Date 31/10/2020
   
   
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Last Updated: 30-7-2020 [20.07.03.04]
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