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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Berghshire Wealth jobs

Senior Financial Adviser