Trainee Financial Planner - Pretoria

BDO South Africa Pretoria, Gauteng

Contract Closes 13 Dec 2026 · 30 days left

Pretoria, Gauteng Contract Closes 13 Dec 2026

What the job is:
This is a Trainee Financial Planner position with BDO Wealth Advisers in Pretoria, Gauteng. The role is part of a two-year training programme designed for students who want to start their career in financial planning. BDO Wealth Advisers offers this opportunity to help you gain practical experience while working toward becoming a Certified Financial Planner (CFP®).

What you will do:
As a trainee, you will receive hands-on training in financial planning under the guidance of experienced Financial Planners and Paraplanners. You will learn how to use industry systems and platforms, and work on real-life case studies to build your skills. You will also attend client meetings and events to understand how financial planning works in practice. Additionally, you will be given extra project work to help you learn more about the financial planning profession and how a corporate environment operates.

What you need:
To apply, you need to have completed or be in the process of completing a B.Com (Honours) degree in Financial Planning or an equivalent qualification. If you don’t have an Honours degree, a Postgraduate Diploma in Financial Planning will also qualify you. Students who are still studying and expect to finish their qualifications by December 2026 can also apply, but they must provide proof of completion by that date. You must be willing to register for and pass the FPI CFP® Capstone course, which is a required part of the programme. You will also need to study for and pass the FAIS Regulatory Examination 5 for Representatives.

What you will get:
This is a two-year contract position, and your performance will be reviewed regularly. You will gain valuable experience in a real financial planning environment, with support from senior professionals. The programme is designed to help you build a strong foundation in financial planning while working toward becoming a CFP® professional. No salary details are provided, but this is a great opportunity to start your career in a well-known company with structured training and development.