Financial Advisor - Durban

Financial Advisor ( Positions available nationally )

Sanlam Bluestar Franchise

Note VP can be personalized per applicant .


Role Description

This is a full-time remote role for a Financial Advisor. The Financial Advisor will be responsible for providing financial planning, retirement planning, investment, and associated financial advisory services. They will analyse clients' financial situations, develop customised financial plans, provide investment advice, and help clients achieve their financial goals. Alignment to treating customers fairly is crucial.
Choice of different Sanlam adviser contracts
Vesting Bonuses for the first 2 years (WOW factor 1)
Training allowance of R 25 000.00 paid over 2/3-month period
Interest Free Tech load of up to R 16 000.00
Employee benefits available
Initial and ongoing training via Sanlam’s Academy
Back-office support.
No desk or admin fees – Remote model with access to high end offices for major clients
Support with industry related qualifications (wealth management/post grad/ CFP)
Access to Sales Consultants who can assist with client projects, database segmentation, product
advice etc.
Compliance and Marketing support.
Access to Legal advisors.
Financial planning tools.
Succession Planning with a difference. (WOW factor 2)
Vetted leads provided after month 3 with us should you prove yourself. (WOW factor 3)
Co-Calling with professionals.


Qualifications ( NOT NEG )

Minimum 2 years Industry experience
RE5
NQF 5 or equivalent (Highly advantageous)
Clear credit and no criminal history
Last 6 months commission statements ( Monthly average earnings R 20K +)
Ability to work independently and remotely
COB and CPD to be updated


Job Type: Full-time
Pay: Salaried (For up to 2 years if you meet the criteria) OR Commission based (Higher split.

Email : sara20consulting@gmail.com

If you do not receive a reply within seven working days , kindly consider your application as unsuccessful