Senior Financial Adviser

7 months ago


Johannesburg, South Africa Berghshire Wealth Full time

AN OPPORTUNITY FOR A CAREER WITH THE NUMBER 1 SANLAM BLUESTAR FRANCHISE IN THE COUNTRY : BERGHSHIRE BLUESTAR

OUR VALUE IS THE BEST IN THE MARKET : A PROPOSITION WHICH REWARDS YOU WITH ADDITIONAL INCOME APART FROM COMMISSION TO FINALLY HAVE A CAREER YOU STRIVE TO BE SUCCESSFUL IN.

WE OFFER
- Choice of different Sanlam adviser contracts
- Vesting Bonuses for the first 2 years
- Performance Bonus (13th cheque) in December
- Training allowance of R 25 000.00 paid (upfront or over 2/3 month period only)
- 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
- 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
- Access to Legal advisors
- Financial planning tools

BERGHSHIRE WEALTH SUCCESSION PLAN OFFERING In the event of Death / Disability your Book will be harvested and 50% of all Flows and 50% of New Business will be paid out to your spouse or beneficiary of choice for a period of 5 years ONLY

All specialist support and Life, retirement and estate planning including employee benefits BERGHSHIRE WEALTH affords you the opportunity to build a sustainable Practice. We look forward for your prompt response. Join The winning Team.

Qualifications needed:
Industry experience

RE5

NQF5 or higher

Driver’s license

Clear credit and no criminal history

Pay: R10 000,00 - R200 000,00 per month

**Education**:

- Diploma (preferred)

**Experience**:

- Financial Advisory: 2 years (required)

License/Certification:

- RE5 (preferred)
- Drivers License (preferred)



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