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Junior Financial Planner

Are you a recent Financial Planning graduate eager to earn your CFP® designation? Chartered Wealth Solutions, a leading independent financial planning company, invites you to apply for our Articled Planner Programme. As a Junior Financial Planner, you’ll be mentored by our certified professionals, gaining invaluable experience and insight in the following areas:

  • Client Interaction: Participate in client meetings to build interpersonal skills and understand client needs and transitions.
  • Financial Planning: Assist in compiling detailed financial plans under supervision, tailored to individual client situations.
  • Financial Analysis: Engage in advanced financial modelling and investigations to develop your analytical and strategic skills.

At Chartered Wealth Solutions, you will experience a balanced approach that combines rigorous financial theory with practical application. We prepare you to conduct in-depth client meetings, equipping you with the interpersonal skills necessary to build rapport, guide clients through significant life transitions, and earn their confidence.

Minimum Requirements:

  • Matric certificate
  • BCom Honours in Financial Planning, or a Postgraduate Diploma in Financial Planning (exceptional candidates currently studying towards this qualification will also be considered)

This is a salaried position, ensuring financial stability and job satisfaction. To seize this opportunity, submit your CV to recruitment@charteredgroup.co.za. Learn more about our approach to financial planning at charteredwealth.co.za and retiresuccessfully.co.za.

Only short-listed candidates will be contacted within ten working days. If you do not receive a response within this timeframe, please consider your application unsuccessful.

Junior Financial Planner

Location
Kwa-Zulu Natal
Full time, on-site

Are you ready for an exciting career opportunity with Chartered Wealth Solutions, one of South Africa’s largest and leading independent financial planning companies? Join our dynamic and passionate team based in Durban as a Junior Financial Planner, where you will play a crucial role in maintaining and nurturing relationships with our clients, helping them live lives filled with meaning and purpose.

As a Junior Financial Planner, you will have the unique opportunity to be mentored by one of our highly skilled and certified financial planning professionals. This invaluable guidance will propel your career to new heights, unlocking your full potential in the financial industry.

To qualify for this exciting role, we require candidates to meet the following minimum requirements:

  • Matric certificate
  • BCom Hons (Financial Planning), or a Post Graduate Diploma in Financial Planning (if you are an exceptional applicant who is currently studying towards this qualification, we will consider your application)
  • Preferably, you will have completed the Professional Competency Exam (Board Exam)

This is a salaried position, ensuring your financial stability and job satisfaction.

To seize this exciting opportunity, submit your CV to recruitment@charteredgroup.co.za. Please note that only short-listed candidates will be contacted within ten working days. If you do not receive a response within this timeframe, please consider your application unsuccessful.

To learn more about how we help clients plan with purpose so that they can get the most meaning from their money visit our websites:

www.charteredwealth.co.za
www.retiresuccessfully.co.za

Articled Planner

Location
Johannesburg
Full time, on-site

Have you obtained a Post Graduate Diploma in Financial Planning or an Honours Degree in Financial Planning?

Chartered Wealth offers a prestigious Articled Planner Programme for eligible PgDip Financial Planning and Honours in Financial Planning Graduates. We have designed our 3-year-long Articled Planner Programme to equip financial planning graduates with the tools, knowledge, and expertise to succeed as a financial planner in the highly competitive Financial Planning industry. Our Articled Planner programme offers the following benefits:

  • Full-time employment
  • Financial Planning Administration exposure
  • Mentorship by CFP® professionals
  • Practical Financial Planning experience
  • Training to do Financial Planning properly (no policy pushing to meet sales targets)
  • Salary-based not commission-based
  • Life Coaching and Leadership training
  • Become a CFP® professional by the end of the programme

If you don’t have your qualification but are currently completing your Post Graduate Diploma in Financial Planning or an Honours Degree in Financial Planning, you can apply to be a Financial Planning Administrator. Working as a Financial Planning administrator at Chartered will not only increase your chances of being selected for our Articled Planner programme, but it will also enable you to learn financial planning from the best in the industry.

Please note that our selection process is comprehensive, and we only accept several stand-out candidates annually.