Articled Financial Planner

Role overview

Chartered Wealth Solutions is seeking an experienced Articled Financial Planner to join its Gqeberha (Port Elizabeth) branch.

The role suits a mature, professional financial planner with more than two years’ experience who has entered the profession later in life and is committed to building a long-term career in financial planning.

This is a salaried position rather than a commission-based one, offering stability, structure and development within a highly selective, values-driven firm.

Key responsibilities

• Assist with the preparation and compilation of financial plans.
• Conduct financial analysis and modelling.
• Attend and support client meetings.
• Assist with the implementation of advice.
• Ensure compliance with regulatory standards.
• Maintain professional documentation.

Minimum requirements

• Two or more years’ financial planning experience.
• Postgraduate Diploma in Financial Planning.
• Strong Microsoft 365 skills.

Preferred qualifications

• CFP® designation advantageous.

Skills and competencies

• Financial analysis and modelling capability.
• Accurate, compliant documentation.
• Confident support of client meetings and the advice process.

Personal attributes

Highly professional and presentable, detail-focused and disciplined, with a genuinely client-centric mindset.