Financial Advisor

Company Description

Berghshire Wealth Blue Star, has a national footprint and is a trusted financial advising firm specializing in tailored solutions to meet individual client needs. With a team of dedicated financial planners, the company has built strong, long-term relationships and earned a solid reputation through its industry expertise. Authorized by Sanlam, Berghshire Wealth offers a comprehensive range of financial solutions aimed at guiding clients toward financial independence and sustainable wealth.

The organization prides itself on its in-depth market knowledge and commitment to client success.

This is a full-time on-site role for a Financial Advisor, based in Durban, Cape Town and Gauteng. Responsibilities include providing expert financial guidance to clients, developing and implementing financial plans, analyzing investments and portfolios, offering retirement planning advice, and delivering tailored financial strategies to meet client objectives. Additional tasks involve maintaining strong client relationships and staying updated on market trends and available financial products.

• Matric
• Valid Drivers License
• Minimum 1 year industry experience
• RE5
• Certificate in Wealth Management (NQF5)
• Clear Criminal Record
• Clear ITC Record