Senior Accountant

Avion Wealth Bluestar; Johannesburg; On-site; ZAR 30 000 - 70 000; Full time

Job summary

An established industry player seeks a Senior Financial Advisor to join their dynamic team in Johannesburg. This full-time hybrid role offers the opportunity to provide expert financial and retirement planning services while building strong client relationships. With a competitive commission structure and ongoing support, you will thrive under the trusted Sanlam brand, gaining access to top-tier products and resources. If you have a passion for financial advisory and a commitment to client success, this is the perfect opportunity to shape your future and grow your career in a supportive environment.

Benefits

Full training and ongoing support

Competitive commission structure

Performance bonuses

Administrative support

Marketing support

Flexible hybrid work model

Qualifications

• Minimum FAIS Credits and RE5 Certification required.
• At least 2 years of experience in financial advisory or sales.

Responsibilities

• Provide expert financial and retirement planning services.
• Offer tailored investment solutions for clients.
• Build and maintain strong client relationships.

Skills

Financial Planning

Retirement Planning

Investment Solutions

Client Relationship Management

Education

FAIS Credits

RE5 Certification

CFP or CFA Certification

Job description

Join Sanlam as a Senior Financial Advisor

This is a full-time hybrid role for a Senior Financial Advisor at Avion Wealth BlueStar - authorized by Sanlam.

The Senior Financial Advisor will be responsible for financial planning, retirement planning, investments, and providing financial advisory services.

The role is based in Johannesburg with the flexibility to work from home. Sanlam offers one of the strongest adviser value propositions in the market, with full support, top-tier products, and the backing of Africa's leading non-banking financial institution.

Location: Johannesburg | Work Model: Hybrid

Why Join Us?

• Work under the trusted Sanlam brand
• Full training and ongoing support
• Competitive commission structure with performance bonuses
• Administrative and marketing support to help you grow your practice
• Flexible hybrid work model

Key Responsibilities

• Provide expert financial and retirement planning services
• Offer tailored investment solutions for clients
• Build and maintain strong client relationships
• Ensure compliance with FAIS and FICA regulations

Minimum Requirements

• Minimum FAIS Credits
• RE5 Certification
• At least 2 years of experience in financial advisory or sales
• Clean credit & criminal record
• FAIS fit and proper status
• CFP or CFA certification (advantageous)

Interested candidates are encouraged to apply by sending their CV to the provided contact details or via WhatsApp.

Shape your future with a career at Sanlam.