Associate Financial Planner (Executive Client Portfolio) (Pretoria)

In brief

**Overview** This role at BDO is for an Associate Financial Planner within the Executive Client Portfolio team in Pretoria. The position involves working closely with an Executive Director, Financial Planning, to provide comprehensive financial planning advice to an established and complex portfolio of predominantly high-net-worth clients. Unlike a traditional Financial Planner role, this position does not initially involve building or independently leading a separate client portfolio. Instead, the successful candidate will operate in a co-financial planning capacity, collaborating with the Executive Director across client meetings, advice development, financial planning strategies, and implementation. The role requires an experienced and technically strong financial planning professional who can take direction on client needs and independently carry forward advice and implementation work. It offers the opportunity to assume greater responsibility for selected client relationships over time as part of a longer-term transition and succession plan. **What you will do** * Work alongside the Executive Director in managing and advising an established portfolio of complex client relationships. * Participate in client meetings and engagements as a co-financial planner. * Translate identified client needs into appropriate financial planning strategies, recommendations and actions. * Take ownership of delegated financial planning work and carry it through from analysis and advice development to implementation. * Provide technically robust financial planning support across the client relationship. * Apply strong technical financial planning capability in servicing complex and high-net-worth clients. * Understand the interrelationship between different aspects of a client's financial affairs when developing advice. * Apply appropriate knowledge of taxation as it relates to financial planning, recognising that specialist tax expertise can be developed further internally. * Work effectively on more sophisticated client circumstances where sound judgement, experience and technical competence are required. * Convert the Executive Director's strategic direction and identified client needs into clear financial planning actions. * Coordinate and drive the implementation of agreed advice. * Work closely with the broader financial planning team, including paraplanning and client service resources, to ensure effective delivery. * Take sufficient ownership of delegated matters to allow the Executive Director to remain focused on client relationships, complex advice and new client opportunities. * Build trusted professional relationships with clients alongside the Executive Director. * Develop a thorough understanding of individual client and family circumstances. * Provide continuity across advice, implementation and ongoing client engagement. * Develop the capability and credibility over time to assume responsibility for selected relationships as these are transitioned. * Operate as part of the wider financial planning team structure. * Work collaboratively with the lead Financial Planner, Paraplanner and Client Service colleagues supporting the portfolio. * Engage effectively with other professionals where client circumstances require broader expertise. * Contribute to a consistent, high-quality client experience. **Requirements (from the original advert)** * CFP® professional status. * An appropriate financial planning qualification. * A minimum of five years' relevant experience in financial planning. * Demonstrable experience working with complex financial planning matters. * Experience dealing with high-net-worth or similarly complex client relationships. * Strong technical financial planning knowledge and practical implementation capability. * The ability to understand an identified client need, develop the appropriate advice and take responsibility for implementing it. * Strong interpersonal and client relationship skills. * The ability and willingness to travel regularly between Pretoria and Johannesburg. * Technically confident: able to work through complex financial planning situations with limited supervision. * Client-centred: able to build credibility and trust with sophisticated clients and families. * Collaborative: comfortable working alongside a senior Financial Planner rather than needing immediate ownership of a standalone portfolio. * Execution-focused: able to turn strategy and advice into action and follow matters through to completion. * Commercially mature: understands the dynamics and expectations associated with complex client relationships. * Low ego, high ownership: comfortable contributing significantly behind a lead adviser while taking real accountability for the quality of the work. * Growth-oriented: motivated by the opportunity to develop into greater client relationship responsibility over time. **Who should apply** The ideal candidate is an experienced and technically strong financial planning professional with a minimum of five years' relevant experience, holding CFP® professional status and an appropriate financial planning qualification. They should have demonstrable experience with complex financial planning matters and high-net-worth client relationships. This person is technically confident, client-centred, and collaborative, comfortable working alongside a senior Financial Planner and contributing significantly behind a lead adviser rather than seeking immediate ownership of a standalone portfolio. They must be execution-focused, able to translate strategy into action, and commercially mature, understanding the dynamics of complex client relationships. The candidate should possess a low ego but high ownership, taking real accountability for their work, and be growth-oriented, motivated by the opportunity to develop greater client relationship responsibility over time. Strong interpersonal skills, client relationship skills, and a willingness to travel regularly between Pretoria and Johannesburg are also required. **Deadline** Not specified **Reference** Original posting: https://www.myjobmag.co.za/job/associate-financial-planner-executive-client-portfolio-pretoria-bdo-south-africa Source: myjobmag

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