Financial Planning Experts

4 weeks ago


Pietermaritzburg, KwaZulu-Natal, South Africa Lonfin Wealth Full time
About the Role

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
Requirements
  • Grade 12 or equivalent
  • RE5 qualification
  • FAIS credits or working towards a recognized Wealth Management qualification
  • A minimum of 1 year industry experience
What We Offer
  • 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
About Us

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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