Independent Financial Advisor

Company Description Lonfin Wealth Bluestar Financial Advisory Services, authorised by Sanlam, focuses on helping clients safeguard their financial future through a broad range of insurance and investment solutions. The firm offers retirement and preservation products, life and investment solutions, and unit trusts to support long-term wealth creation. It also provides employee benefits, short-term insurance, business assurance, risk mitigation, wills, trusts, and health solutions through Sanlam. Clients receive expert, personalized advice to select appropriate coverage and investments, with an emphasis on peace of mind and protection against life’s uncertainties.
Role Description As an Independent Financial Advisor, you will provide comprehensive financial planning and advisory services to individual and business clients, aligned with Lonfin Wealth Bluestar’s product offerings and standards. On a day-to-day basis, you will meet with clients to assess their financial needs, analyze current portfolios, and design tailored solutions covering retirement planning, investments, risk cover, employee benefits, and estate planning. You will be responsible for preparing proposals, explaining product options in clear terms, complying with regulatory and company requirements, and maintaining accurate records of all client interactions. The role includes building and maintaining a pipeline of new business through networking and referrals, as well as ongoing review meetings with existing clients to adjust their plans as circumstances change. This is a full-time, hybrid role based in South Africa, combining on-site client engagements and office meetings with some work-from-home flexibility.
Qualifications

• Demonstrated expertise in Financial Planning and Financial Advisory, with the ability to develop comprehensive, client-centered financial plans.
• Strong knowledge of Finance and Investments, including retirement annuities, preservation and provident funds, unit trusts, and other investment products.
• Proficiency in Retirement Planning, with experience designing strategies for long-term income, risk protection, and asset preservation.
• Relevant regulatory accreditation and compliance with South African financial services requirements (e.g., FAIS, fit and proper status).
• Prior experience in independent financial advice or wealth management, ideally within an insurance or investment environment.
• Excellent interpersonal, communication, and presentation skills, with the ability to explain complex financial concepts in accessible language.
• Strong analytical, numerical, and problem-solving abilities, with attention to detail and ethical decision-making.
• Comfort with a hybrid working model, self-driven business development, and the use of digital tools for client relationship management.