Professional Financial Planner Trainee

6 days ago


Johannesburg, Gauteng, South Africa Chartered Wealth Solutions Full time

About Us

At Chartered Wealth Solutions, we are committed to developing talented individuals into skilled financial planners. Our prestigious Articled Planner Programme offers a unique opportunity for eligible graduates to gain hands-on experience and expert guidance in the financial planning industry.

Programme Overview

Our 3-year-long Articled Planner Programme is designed to equip financial planning graduates with the necessary tools, knowledge, and expertise to succeed in the highly competitive financial planning industry. Participants will benefit from mentorship by experienced CFP professionals, practical financial planning experience, and training to ensure they can provide excellent services to clients without being driven by sales targets.

Key Benefits

  • Mentorship by CFP professionals providing expert guidance
  • Practical financial planning experience to build skills
  • Training on doing financial planning properly, focusing on client needs
  • A salary-based compensation structure ensuring stability
  • Life coaching and leadership development opportunities
  • The chance to become a certified CFP professional by programme completion

Career Advancement

Upon successful completion of our programme, participants will be well-equipped to pursue a fulfilling career as a financial planner. Our comprehensive selection process ensures only stand-out candidates are selected annually.



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