Financial Advisors : Partially Vested, Vested, Senior and Career Advisors positions available.

Sagen Advisory; Cape Town; On-site; ZAR 300,000 - 400,000; Full time

Job summary

A leading financial services firm seeks passionate Financial Planners at all levels in Cape Town. With guidance from experienced professionals and extensive benefits, including commission-based earnings and bonuses, this role supports individuals in achieving their career aspirations in wealth management. Both seasoned and entry-level advisors are encouraged to apply.

Benefits

Up to R2.4 million in non-lapsable vesting bonuses

Top-tier training and support

Fully equipped back office with admin support

Opportunities for official financial planning qualifications

Qualifications

• At least 2 years of experience in finance or wealth management.
• Fluent in English and Afrikaans.
• Established client network and ability to prospect new clients.

Responsibilities

• Source and meet potential clients to analyze financial needs.
• Design strategies to meet clients' financial objectives.
• Provide expert financial advice including tax and retirement planning.

Skills

Communication

Sales

Customer-centric mindset

Interpersonal skills

Education

Relevant tertiary qualifications in financial planning

Job description

Sagen Advisory is recruiting passionate Financial Planners of all levels. Our client, based in Durbanville and Stellenbosch in Cape Town, is rapidly expanding and has exciting roles open that offer tremendous growth opportunities. Whether you're a seasoned professional or just starting your career, our clients provide the support and resources you need to thrive in the wealth management industry, along with great benefits that exceed the market standard.

Roles Available:

• Senior / Career Advisor: Ideal candidates are experienced professionals with 10+ years in the industry. Earn R 80,000+ in commission per month, including 30–50% recurring commissions (from policies and investments already on the books) and 50–70% from new business (new clients).
• Junior / Vested Adviser: Suitable for vested advisors with 5 to 6 years of experience. Earn R 50,000+ in commission per month, with 20–40% recurring commissions and 60–80% from new clients.
• Junior / Partially Vested Adviser: For junior vested advisors with 2 to 4 years of experience and RE qualification. Earn R 30,000+ in commission per month, with 10–20% recurring commissions and 80–90% from new clients.

Responsibilities:

• Source and meet potential clients to analyze their financial needs.
• Design personalized strategies and recommend solutions to meet clients' financial objectives.
• Conduct risk analysis and respond to clients' changing needs and circumstances.
• Provide expert financial advice, including retirement, estate, and tax planning.
• Offer investment opportunities across a broad spectrum of regulated products.
• Monitor financial market trends to ensure effective planning and necessary updates.

Requirements:

• Relevant tertiary qualifications and financial planning certifications preferred.
• At least 2 years of experience in sales, finance, financial planning, or wealth management.
• Customer-centric mindset with strong communication and sales skills.
• Fluent in English and Afrikaans.
• Entrepreneurial mindset with excellent interpersonal skills.
• Established network of clients and ability to prospect for new business.

Benefits:

• Up to R2.4 million in non-lapsable vesting bonuses over 2 years.
• Leverage existing client base through basic production and referrals.
• Fixed referral commission—no effort required—doubling your annuity income through in-house referrals, including full range of medical aid, gap cover, short-term, and employee benefits solutions.
• Commission rates of 100%–115%.
• Ongoing 30% on short-term, medical aid, gap cover, and employee benefits referrals.
• 50% on all independent life business (long-term insurance).
• 1-time 30% on personal tax submissions.
• Excellent performance-based earning potential.
• Top-tier training and support from financial experts, with a collaborative CEO team, supportive culture, and flat organizational structure.
• Opportunities to attain official financial planning qualifications.
• Utilize established support tools and services of an international business.
• Fully equipped back office with zero desking fees, full admin support, paraplanners, and specialist resources.

Ready to Join the Team?

Apply now and start a rewarding career journey. Take the first step towards financial success and growth.