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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.

Please fill in the form to apply