Senior Financial Advisor

Avion Wealth Bluestar; Johannesburg; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A financial advisory firm is looking for a Senior Financial Advisor in Johannesburg. This full-time hybrid position requires expertise in financial and retirement planning, alongside a strong commitment to client service and compliance. Applicants should have at least 2 years of experience and relevant qualifications. The firm offers a competitive commission structure and support to help you grow your 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.

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

Investments

Client relationship management

Education

Minimum 120 FAIS Credits

RE5 Certification

CFP or CFA certification

Job description

Avion Wealth BlueStar is a new venture dedicated to providing comprehensive financial planning and investment management services in Sandton and Gauteng. With experienced professionals in the industry, we recognized the need for personalized wealth protection and financial planning tailored to high-net-worth individuals. Our goal is to become the go-to destination for clients seeking financial security and guidance. At Avion Wealth, we offer customized solutions to address the unique challenges faced by our clients and ensure a secure future for them.

Role 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.

📍 Johannesburg | Hybrid Role

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

Requirements

• Minimum 120 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)

💡 Shape your future with a career at Sanlam.

Apply today 📩

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