Financial Planner

2 weeks ago

Umhlanga Rocks, South Africa Berghshire Wealth Full time

Authorised Principal at Berghshire Wealth Berghshire Wealth is one of Sanlam’s biggest BlueStars, with national coverage in 4 provinces. Our team of financial planners is dedicated to providing expert guidance that enables our clients to confidently navigate their lifelong financial journeys. Our impressive track record in the industry is built on our commitment to fostering authentic relationships, and a no-frills approach to providing comprehensive and straightforward financial strategies. Your Role Cultivate and Manage Client Relationships: Establish and maintain connections with clients. Provide Expert Financial Advice: Offer professional financial guidance to clients. Build a Profitable Practice: Develop and maintain a lucrative practice. Key Success Factors A Commission-Driven Mindset: The ability to maximise your income in a commission-based environment. Prospecting and Networking Skills: Proficiency in networking, prospecting, and lead generation. Strategic Campaigning: The capability to design and execute focused campaigns. Financial Needs Analysis: Proficiency in conducting comprehensive financial needs analysis using the latest tools and systems. Sound Financial Planning: A talent for providing clients with expert personal financial planning advice. Service Excellence: A commitment to delivering unparalleled, value-added service. A Drive for Continuous Learning: An eagerness for continuous self-improvement. Limitless Earning Potential: Join a 100% commission-based structure with unrivalled earning opportunities. Exclusive Vesting Bonus: Enjoy a special bonus program for your first 24 months. Yearly Production Bonus: Incentives that align with your outstanding performance. Complete Benefits Package: Access to medical aid, pension, Group Life cover, and more. Robust Support Network: Leverage Key Accounts Specialists, Advice and Legal Specialists, as well as our Sanlam Academy for continuous training with bursaries for industry-relevant courses. Recognition and Rewards: Multiple programs in place to celebrate and reward your achievements. Qualifications and Requirements Minimum 1-Year Experience: A minimum of one year of experience as a Financial Planner (advising clients on life cover, retirement annuities, etc) Educational Background: Matric or equivalent. RE5 Certificate Educational Credits: 120 credits on NQF Level 5 or a recognized qualification. Driver's License and Own Vehicle: A valid driver's license and access to your own vehicle. Application Process Our selection process is designed to identify the best talent suited to this role. Successful applicants will be contacted within two weeks. Please ensure that you attach your comprehensive CV in PDF format, saved as your name. Join Berghshire Wealth and embark on an enriching journey in the dynamic world of financial services, where your potential is truly limitless. Seniority level Entry level Employment type Full-time Job function Finance and Sales Referrals increase your chances of interviewing at Berghshire Wealth by 2x #J-18808-Ljbffr

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