Company Description
Berghshire Wealth BlueStar is a financial planning firm based in JHB, Western Cape & KZN. We have a committed team of financial planners dedicated to finding solutions to suit every client's specific financial needs. Our financial experts have built long-lasting relationships with our clients and we have a solid industry track record based on in-depth knowledge of the markets, products, and industry trends. We are authorized by Sanlam to advise clients on a full range of financial solutions, with a focus on achieving complete financial independence and sustainable wealth.
Role Description
This is a full-time hybrid role for a Senior Financial Advisor at Berghshire Wealth. The Senior Financial Advisor will be responsible for providing personalized financial planning services to clients, including financial advice, retirement planning, and investment recommendations. The role will also involve analyzing financial data, assessing risk tolerance, and developing customized financial strategies.
What we offer
- Choice of different Sanlam adviser contracts
- Vesting Bonuses for the first 2 years
- Performance Bonus (13th cheque) in December
- Assistance with the purchase of technology equipment up to R 16 000.00
- Membership of Pension Funds and Group Life Schemes
- Initial and ongoing training via Sanlam’s Academy
- Full Back-office support@ no cost to yourself
- No desk or admin fees (free WIFI / printing / telephones , office based only)
- Support with industry related qualifications (wealth management/post grad/ CFP)
- Opportunity to build your own unit of Advisors and earn a profit of them
- Access to Sales Consultants who can assist with client projects, database segmentation, product advice etc.
- Compliance support
- Marketing support
- Financial planning tools
Qualifications
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal skills
- Certification in financial planning (e.g., CFP) is highly desirable
- Experience in the financial services industry
- RE5 ( Is preferred but not a necessity)
- Driver’s license
- Clean credit and criminal history
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