Job Description

At Treasurers BlueStar from Sanlam, we are intent on bolstering our adviser footprint to better service within the middle to affluent South African population. Sanlam is offering to prospective financial advisers a compelling opportunity join us to grow our adviser team. A wealth of resources and support will be available to ensure you are successfully vested as financial adviser.

Our team at Treasurers BlueStar work together as family to grow not only our footprint but grow your pipeline of income over the long term. Taking pride in helping clients reach their financial goals and dreams.

What you will do:

Obtain prospective clients contact information from your network complying with POPIA Meet with prospective clients to gather information for a review of their financial portfolio and policies, per legislative requirements in the financial services industry Analyze the clients financial portfolio and identify opportunities to improve and needs to cover financial risks in the event of death, disability, impairment or severe illness. As well as covering short term and long term income protection needs. Propose solutions to the client covering holistic financial planning from wills, estate planning, risk planning, retirement planning, medical aid and investments Meeting with existing clients annually to review the financial portfolio and make adjustments where required. Continuously learn and study financial legislation and taxation to provide professional advice and wealth management
Job Type: Full-time

Pay: From R15000,00 per month

Ability to commute/relocate:

Krugersdorp, Gauteng 1739: Reliably commute or planning to relocate before starting work (Required)
Application Question(s):

Clear criminal record compulsory
Education:

Bachelors (Required)
Experience:

working in a licensed financial services provider as Advisor: 2 years (Required)
Language:

English and Afrikaans (Required)
License/Certification:

Drivers License (Required) RE5 and FAIS qualification (Preferred)
Location:

Krugersdorp, Gauteng 1739 (Preferred)
Willingness to travel:

25% (Preferred)
Work Location: In person