Financial Planning Experts
4 weeks ago
We are seeking experienced life and investment financial planners to join our team at Lonfin Wealth BlueStar in Pietermaritzburg and surrounding areas. As a remote-friendly position, this opportunity is ideal for advisers who prefer to work from home and are comfortable using technology such as Zoom, Teams, or Skype to communicate.
Key Responsibilities- Establish long-term relationships with clients
- Provide comprehensive financial planning services
- Identify client needs and offer suitable financial solutions
- Deliver excellent service to clients and maintain frequent contact
- Grade 12 or equivalent
- RE5 qualification
- FAIS credits or working towards a recognized Wealth Management qualification
- A minimum of 1 year industry experience
- Excellent monthly bonus for the first two years
- Performance bonus in December
- Interest-free technology loans
- Membership of Pension Fund and Group Life Schemes
- Initial and ongoing training via Sanlam Academy
- Support with industry-required qualifications
- Access to Mobile Nurses and Sales Consultants
- Compliance and marketing support
- Access to Legal Advisers and Financial Planning tools
Lonfin Wealth is an accredited Sanlam Franchise, offering a range of financial services to clients. We are committed to providing excellent service and supporting our team members in their professional development.
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Financial Planning Specialist
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Financial Planning Specialist
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Ambitious Financial Career Opportunities
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Career Opportunity in Financial Services
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Senior Financial Consultant
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Strategic Financial Solutions Expert
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Pietermaritzburg, KwaZulu-Natal, South Africa Liberty Standard Bank Group 2 Full timeKey Responsibilities:• Develop and maintain relationships with clients, understanding their financial needs and goals.• Provide expert advice on financial products and strategies tailored to individual client needs.• Generate new business through prospecting, networking, and referrals.• Manage and grow your client portfolio to maximize revenue...
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Financial Advisor-KwaZulu Natal
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