Overview
Financial Advisor Jobs in Umhlanga, KwaZulu-Natal, South Africa at Berghshire Wealth
Title: Financial Advisor
Company: Berghshire Wealth
Location: Umhlanga, KwaZulu-Natal, South Africa
Berghshire Wealth SCS has a committed team of financial planners dedicated to tailoring solutions for each client's specific financial needs. Based in Port Elizabeth, Gauteng and KZN, our financial experts have built long-lasting client relationships and maintain a solid industry track record through in-depth market knowledge. Authorized by Sanlam, we offer a full range of financial solutions to help clients achieve financial independence and sustainable wealth.
Role Description
This is a full-time hybrid role for a Financial Advisor or Sales Manager, located in Port Elizabeth, Gauteng and KZN.
The Financial Advisor will be responsible for assessing clients' financial needs, developing tailored financial plans, advising on investments and retirement planning, and providing ongoing financial advisory services. Additionally, the role includes managing sales activities, building client relationships, and ensuring customer satisfaction through effective financial solutions.
The Sales Manager is responsible for the managing and overseeing their team to reach targets and maximum production.
Qualifications
- Industry Experience
- RE5
- NQF5 Wealth Management
- Valid Driver's Licence
- Motor Vehicle