First seen by our source: 2 hours ago
Trainee Financial Planner
@ BDO South Africa
Open Hall, Newfoundland and Labrador
SIGNALS
Overview
BDO Wealth Advisers is hiring Trainee Financial Planners for a two-year contracted traineeship in Johannesburg, Pretoria and Cape Town, starting in 2027. The role gives Financial Planning postgraduate and Honours students practical experience with client meetings, system platforms and case studies while working toward the CFP® designation. Successful completion of the FPI CFP® Capstone course is a condition of the contract.
Responsibilities:
- Learn financial planning under senior Financial Planners and Paraplanners
- Attend client meetings and events
- Complete additional project work
- Complete FPI CFP® Capstone course
Requirements summary:
- B.Com (Honours) in Financial Planning or equivalent, or Postgraduate Diploma in Financial Planning
- Willing to complete FPI CFP® Capstone course
- Prepared to pass FAIS Regulatory Examination 5
- Strong ambition to become a Financial Planner
- Sound knowledge of financial products, investments, taxation and financial analysis
Tools & skills
Source and dates
Source type not verified · apify-linkedin
- Employer posting date
- Not provided
- First seen by our source
- 2026-11-14
- Source record updated
- 2026-11-14
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Entry level |
| Department | Finance & accounting |
| Work setting | Office, Client sites |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
| Languages | English |
| Licences & certifications | FAIS Regulatory Examination 5, CFP |
| Education | Bachelor’s degree (preferred), Professional degree (MD, JD…) (required) |
| Fields of study | Financial Planning |
| Perks mentioned | Paid training |
Summary and details written by AI from the posting; the employer’s posting is the authority.
BDO South Africa
| Field | Value |
|---|---|
| Open jobs on Jobsy | 1 |
Job description
Trainee Financial Planner Programme
2027 intake| Johannesburg, Pretoria & Cape Town
Start your career in financial planning with BDO Wealth Advisers ( www.bdowealth.co.za ). This programme gives Financial Planning Postgraduate and Honours students the opportunity to gain practical experience while working towards becoming a CFP® professional.
Programme term: The traineeship is a two-year contracted position, subject to satisfactory performance and successful completion of the FPI CFP® Capstone course.
What This Traineeship Offers
2027 intake| Johannesburg, Pretoria & Cape Town
Start your career in financial planning with BDO Wealth Advisers ( www.bdowealth.co.za ). This programme gives Financial Planning Postgraduate and Honours students the opportunity to gain practical experience while working towards becoming a CFP® professional.
Programme term: The traineeship is a two-year contracted position, subject to satisfactory performance and successful completion of the FPI CFP® Capstone course.
What This Traineeship Offers
- This programme offers a comprehensive training and development experience, including exposure to system platforms, life skills and practical case studies. Participants will gain valuable technical and practical knowledge within an FPI Approved Professional Practice, guided by senior Financial Planners and Paraplanners.
- Exposure to client meetings and events.
- Additional project work and associated responsibilities to broaden your knowledge and skills within the profession and the corporate environment.
- B.Com (Honours) in Financial Planning or equivalent.
- Postgraduate Diploma in Financial Planning, if an Honours qualification has not been obtained.
- Students in the process of completing their academic qualifications during 2026 may also apply. Proof of final completion of the Honours or Postgraduate qualification will be required by December 2026 to be considered for the contracted traineeship.
- Willing to register for and successfully complete the FPI CFP® Capstone course as part of the pathway towards the CFP® designation. This is a compulsory contractual requirement.
- Prepared to study for and pass the FAIS Regulatory Examination 5 for Representatives.
- Demonstrates strong ambition to become a Financial Planner and understands the demands of building a career in this profession.
- Possesses sound knowledge of the financial planning industry, including financial products, planning concepts, investments, taxation and general financial analysis.
- Effectively manages workload and meets the expectations set by the assigned Financial Planners.
- Maintains a work ethic that prioritises accuracy and agreed turnaround times.
- Commits to completing all required academic and professional requirements within the contracted 2-year period.
Journal
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