Financial Advisers

Lonfin Wealth BlueStar is looking for experienced life and investment financial planners in the Pietermaritzburg and surrounding areas. As the position is not area bound it will suit advisers who prefer to work from home, have their own office setup and are comfortable using technology such as Zoom, Teams or Skype to communicate.

Remuneration and benefits

• Excellent monthly bonus for the first two years
• Performance bonus in December {13th Cheque}
• Interest free technology loans
• Membership of Pension Fund and Group Life Schemes
• Initial and ongoing training via Sanlam Academy
• Support with industry required qualifications (RE and Wealth Management}
• Access to Mobile Nurses to assist with client medicals
• Access to Sales Consultants who can assist with client projects, data base segmentation, and product advice etc.
• Access to Product Specialists i.e. risk, savings, investments, private wealth, loyalty programmes etc.
• Compliance support
• Marketing support
• Access to Legal Advisers
• Financial Planning tools

Output / Core tasks

Establish long-term relationships with clients
Comprehensive financial planning for clients
Focus on identifying client’s needs and then offering suitable financial solutions
Providing excellent service to clients and frequent contact with clients

Qualification

Grade 12 or equivalent
RE5
FAIS credits or working toward a recognised (Wealth Management) will be a definite advantage

Experience

A minimum of 1 year industry experience. If more than 18 months service a RE5 qualification is required.

Lonfin Wealth is an accredited Sanlam Franchise