Articled Planner
3 days ago
Have you obtained a Post Graduate Diploma in Financial Planning or an Honours Degree in Financial Planning?
Chartered Wealth offers a prestigious Articled Planner Programme for eligible PgDip Financial Planning and Honours in Financial Planning Graduates. We have designed our 3-year-long Articled Planner Programme to equip financial planning graduates with the tools, knowledge, and expertise to succeed as a financial planner in the highly competitive Financial Planning industry. Our Articled Planner programme offers the following benefits:
- Mentorship by CFP professionals
- Practical Financial Planning experience
- Training to do Financial Planning properly (no policy pushing to meet sales targets)
- Salary-based not commission-based
- Life Coaching and Leadership training
- Become a CFP professional by the end of the programme
If you don't have your qualification but are currently completing your Post Graduate Diploma in Financial Planning or an Honours Degree in Financial Planning, you can apply to be a Financial Planning Administrator. Working as a Financial Planning administrator at Chartered will not only increase your chances of being selected for our Articled Planner programme, but it will also enable you to learn financial planning from the best in the industry.
Please note that our selection process is comprehensive, and we only accept several stand-out candidates annually.
#J-18808-Ljbffr-
Articled Professional Programme
3 days ago
Johannesburg, Gauteng, South Africa Chartered Wealth Solutions Full timeSalary and BenefitsAs a participant of our Articled Planner Programme, you can expect a salary-based compensation package that is not commission-based. This ensures that your remuneration is fair and reflective of your value to the organisation.In addition to your salary, you will also receive benefits such as life coaching, leadership training, and...
-
Certified Financial Planner Development
3 days ago
Johannesburg, Gauteng, South Africa Chartered Wealth Solutions Full timeRequired Skills and QualificationsTo be eligible for our Articled Planner Programme, you must hold a Post Graduate Diploma in Financial Planning or an Honours Degree in Financial Planning. You should also possess excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.Our ideal candidate is...
-
Wealth Management Trainee
3 days ago
Johannesburg, Gauteng, South Africa Chartered Wealth Solutions Full timeJob ResponsibilitiesAs an Articled Planner, you will be responsible for assisting senior planners with client meetings, financial planning projects, and other tasks as assigned.You will have the opportunity to work closely with experienced professionals, learn from their expertise, and develop your own skills and knowledge.
-
Financial Planning Expert
3 days ago
Johannesburg, Gauteng, South Africa Chartered Wealth Solutions Full timeProgramme OverviewWe are seeking a highly skilled and motivated individual to join our prestigious Articled Planner Programme. This 3-year-long programme is designed to equip financial planning graduates with the tools, knowledge, and expertise to succeed as a financial planner in the highly competitive Financial Planning industry.The programme offers a...
-
Senior Financial Planner
5 days ago
Johannesburg, Gauteng, South Africa Network Recruitment Full timeAbout the RoleNetwork Recruitment is seeking a highly skilled Financial Accountant to join our team. As a key member of our finance department, you will play a critical role in overseeing the full accounting function, including financial reporting and compliance.Main ResponsibilitiesManage reconciliations, cash flow planning, and strong tax functions to...
-
Strategic Financial Planner
5 days ago
Johannesburg, Gauteng, South Africa Network Recruitment Full timeAbout Network Recruitment:We are a leading recruitment agency specializing in placing talented professionals in top industry roles. Our team is dedicated to providing exceptional service and support to both job seekers and clients alike.Job Description:Financial Leadership RoleNetwork Recruitment is partnering with a prominent company in the manufacturing...
-
Accountant / Independent Reviewer
3 weeks ago
Johannesburg, Gauteng, South Africa PKF Octagon Full timeMain Objective:Assist with the smooth running of the Group by attending to the work assigned below efficiently and ensure that this work is completed correctly and timeously.Main responsibilities and accountabilities:Monthly accounting capture (Pastel Accounting, Sage Pastel, Xero, Pastel Payroll):Capturing of supplier invoices, customer invoices and Bank...
-
Accountant / Independent Reviewer
2 weeks ago
Johannesburg, Gauteng, South Africa PKF Octagon Full timeMain Objective: Assist with the smooth running of the Group by attending to the work assigned below efficiently and ensure that this work is completed correctly and timeously. Main responsibilities and accountabilities: Monthly accounting capture (Pastel Accounting, Sage Pastel, Xero, Pastel Payroll): Capturing of supplier invoices, customer invoices and...
-
Stock Planner
1 week ago
Johannesburg, South Africa Fusion Recruitment Full time**Minimum Requirements** *** - **Matric** ***: - **BCom in Supply Chain** ***: - **MS Office & SAP experience beneficial** ***: - **Dealing with daily VMI/Replenishment of all inventory articles on planning and/or any ad hoc orders requested by stores** ***: - **Daily PMF's: This is process management forums; This includes inter alia daily conversions...
-
Senior Client Relationship Manager
1 week ago
Johannesburg North, South Africa CA Financial Appointments Full timeMy client in the Wealth space is seeking a Client Relationship Manager to join their team. **Responsibilities**: - Prepare client files for meetings - Update Xplan per company workflow procedure - Manage diary and control annual review process - Prepare and complete documents as required - Prepare new business and service packs handed to Administration...
-
Customer Care Manager
1 week ago
Johannesburg North, South Africa Communicate Recruitment Full timeA Customer Care Manager is needed with experience in the Telecommunications industry. Title: Customer Care Manager Location: Johannesburg North **Responsibilities Include (but are not limited to)**: - Working closely with the Buyers, Replenishers and senior management of the respective departments. - Initial financial year budget plans for respective...
-
Accountant / Independent Reviewer
3 weeks ago
Johannesburg, South Africa PKF Octagon Full timeMain Objective:Assist with the smooth running of the Group by attending to the work assigned below efficiently and ensure that this work is completed correctly and timeously. Main responsibilities and accountabilities:Monthly accounting capture (Pastel Accounting, Sage Pastel, Xero, Pastel Payroll):Capturing of supplier invoices, customer invoices and Bank...