Senior Financial Advisor

Berghshire Wealth Blue Star is a trusted provider of personalized financial planning services, with offices in Plattekloof, Western Cape, and KZN. With a team of experienced Financial Advisors, the company has earned a strong reputation for delivering tailored solutions that address each client's unique financial goals. Backed by Sanlam, Berghshire Wealth offers a comprehensive range of financial services to help clients achieve financial independence and sustainable wealth.

The firm prides itself on fostering long-term relationships through in-depth market expertise and a client-first approach.

This is a full-time hybrid role for a Senior Financial Advisor, based in Cape Town with flexibility to work remotely as needed. The Senior Financial Advisor will provide tailored financial planning, including investment and retirement strategies, to individuals and businesses. Key responsibilities include assessing clients' financial needs, developing personalized plans, regularly reviewing and updating strategies, and offering expert financial advisory services.

The role also involves staying updated on industry trends and regulatory developments to provide informed and compliant advice.

• Expertise in Financial Planning and Financial Advisory services with a client-first mindset
• Strong knowledge of Investments and Retirement Planning
• Solid understanding of Finance, including market trends and product knowledge
• Exceptional communication, interpersonal, and relationship‑building skills
• Ability to work independently as well as collaboratively in a hybrid work environment
• Professional qualifications in Financial Planning, Finance, or a related discipline (e.g., CFP, CFA) are advantageous
• Proven experience in the financial services industry with a track record of success