Senior Financial Advisor

Avion Wealth Bluestar; Gauteng; Hybrid; ZAR 400 000 - 600 000; Full time

Job summary

A leading financial services provider in Johannesburg is looking for a Senior Financial Advisor to join their team. This full-time hybrid role involves providing expert financial and retirement planning, along with tailored investment solutions while maintaining strong client relationships. Successful candidates will have at least 2 years of experience in financial advisory, a clean credit and criminal record, and required certifications. Enjoy the support and resources of a top-tier institution to help grow your advisory practice.

Benefits

Full training and ongoing support

Competitive commission structure with performance bonuses

Administrative and marketing support

Qualifications

• At least 2 years of experience in financial advisory or sales.
• Clean credit & criminal record.
• FAIS fit and proper status required.

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.

Skills

Financial planning

Retirement planning

Client relationship management

Investment solutions

Education

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.

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

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

Requirements

• 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)

Shape your future with a career at Sanlam.

Apply today

Seniority level: Mid-Senior level

Employment type: Full-time

Job function: Finance and Sales, Insurance