Trainee Financial Planner

BDO South Africa Cape Town, Western Cape

Contract Closes 13 Dec 2026 · 30 days left

Cape Town, Western Cape Contract Closes 13 Dec 2026

This is a Trainee Financial Planner position with BDO Wealth Advisers in Cape Town. The company is looking for students who are studying or have recently completed a qualification in financial planning. The role offers a two-year programme where you will gain hands-on experience in financial planning, work towards earning your CFP® qualification, and learn about financial planning systems, client meetings, and real-life case studies. Training will be guided by experienced financial planners and paraplanners. Applicants must have completed or be close to finishing a B.Com Honours degree in Financial Planning or a Postgraduate Diploma in Financial Planning, with completion required by December 2026. The role requires passing the FAIS Regulatory Examination 5 for Representatives and commitment to meeting deadlines. This is a full-time contract position offering mentorship and practical experience in a well-known financial planning company.