Financial Advisors/Planners

Company Description
At Lijon BlueStar, authorized by Sanlam, you will work alongside a team of financial specialists providing personalized advice and a wide range of financial solutions. From financial planning and insurance to investment advice and retirement planning, we cater to all your financial needs. We also offer short-term insurance in partnership with Mi-Way and Santam, and if any financial need cannot be addressed internally, we will source the appropriate expert for you.

Role Description
This is a full-time hybrid role located in Bloemfontein, with the flexibility of some work from home. As a Financial Advisor, you will be responsible for providing expert financial advice to clients, including financial planning, retirement planning, and investment advice. You will also be tasked with crafting personalized financial plans, monitoring client portfolios, and offering strategic advice to help clients achieve their financial goals.

Qualifications

1. Proficiency in Financial Planning and Financial Advisory
2. Experience in Retirement Planning and Investments
3. Solid understanding of finance and financial management principles
4. Strong communication and interpersonal skills
5. Ability to work independently and collaboratively in a hybrid environment
6. Relevant certification (RE5/RE1) or degree in Finance, Economics, or related field
7. Experience in the financial services industry is beneficial