Job Description
Location
Johannesburg, Gauteng
Full time, on-site
Are you a recent Financial Planning graduate eager to earn your CFP® designation?
Our Articled Planner Programme is a structured three-year development journey designed to build a strong technical, professional, and holistic foundation in financial planning. This role develops Financial Planners who are client‑centred, technically skilled, and aligned to Chartered Wealth’s purpose of helping clients get the most meaning from their money.
Through mentorship from a CFP® professional, hands‑on experience, and continuous learning, you will gain exposure to Chartered’s end‑to‑end financial planning process, platforms, and advice framework. The programme supports your journey toward your CFP® designation, helping you gain the skills and confidence to provide advice that is technically precise and aligned with what matters most to your clients. You will learn to communicate clearly, build meaningfu...