Articled Financial Planner
Chartered Wealth Solutions
- Position
- Articled Financial Planner
- Company
- Chartered Wealth Solutions
- Location
- Gqeberha (Port Elizabeth), Eastern Cape
- Region
- Eastern Cape
- Employment type
- Permanent
- Position level
- Junior
- Work model
- On-site
- Remuneration
- Up to R40,000 CTC per month (salaried — no commission)
- Reference
- ACG-FA-002
- Date posted
- 27 July 2026
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.