💼 Full-Time Position

Financial Planner

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BDO South Africa
📍 Cape Town, Western Cape, South Africa
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Location
Cape Town, South Africa
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Posted
June 23, 2026
⏰
Type
Full-Time
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Full-Time Opportunity: This is a permanent, full-time position with a competitive package and real career growth potential.

Job Description

BDO Wealth Advisers (www.bdowealth.co.za) is seeking a Financial Planner to join the BDO Financial Planning team. This role involves supporting a national client base, to be based at our regional office located in Cape Town. 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.