Overview
Senior Financial Advisor Jobs in Cape Town, South Africa at Berghshire Wealth
Company Description
Berghshire Wealth Blue Star is a financial planning firm located in Plattekloof, Western Cape & KZN. Our team of financial planners is dedicated to finding tailored solutions to meet each client’s financial needs. 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 Senior Financial Advisor at Berghshire Wealth Blue Star. The Senior Financial Advisor will be responsible for financial planning, retirement planning, investments, and providing financial advisory services. The role is primarily located in Cape Town but allows for some work from home.
Qualifications
Financial Planning and Finance skills
Retirement Planning and Investments expertise
Experience in providing Financial Advisory services
Strong analytical and problem-solving skills
Excellent communication and interpersonal skills
Professional certifications such as CFP, CFA, or equivalent would be an advantage.
Bachelor’s degree in Finance, Economics, or related field is a plus.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Finance and Sales
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Title: Senior Financial Advisor
Company: Berghshire Wealth
Location: Cape Town, South Africa
Category: Finance & Banking (Financial Consultant, Financial Manager, Corporate Finance, Financial Analyst)
