Menu Close

Cape Town: Financial Advisors and Career Advisors positions available. posted by Sagen Advisory

Cape Town: Financial Advisors and Career Advisors positions available. posted by Sagen Advisory

Posted on 2025-05-21 00:00:00

Employer Sagen Advisory
Category Other IT/Computer
Location Western Cape  / Cape Town

Job Summary

Sagen Advisory recruitment company is recruiting passionate Financial Planners, of all levels. Our client, based in Durbanville, and Stellenbosch, 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 Financial Advising career, our clients provide the support and resources you need to thrive in the wealth management industry, and they offer great benefits that exceed the market-related standard.

Responsibilities:

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

Requirements:

  • Relevant tertiary qualifications and financial planning certifications preferred.
  • 2+ years of industry 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 exceptional interpersonal skills.
  • Established network of clients and ability to prospect for new business.
  • Valid Driver’s License
  • Own Reliable Car
  • Clear Criminal Record
  • Clear Credit Record (if not clear proof of payment plan in place)

Roles Available:

  1. Senior / Career Advisor:

– Ideal Candidate: Experienced professionals with 10+ years in the industry.

– Earns R 80, 000.00+ commission per month of which is

  • 30 50% recurring commissions (policies and investments already on the books)
  • 50 70% new business commissions (new clients)
  1. Junior / Vested Adviser:

– Ideal Candidate: Vested advisors with 5 to 6 years of experience.

– Earns R 50, 000.00+ commission per month of which is

  • 20 40% recurring commissions
  • 60 80% new business commissions (new clients)
  1. Junior / Partially Vested Adviser:

– Ideal Candidate: Junior vested advisors with 2 to 4 years of experience

– RE qualified

– Earns R 30, 000.00+ commission per month of which is

  • 10 20% recurring commissions
  • 80 90% new business commissions (new clients)

Benefits:

  • Up to R2.4m in non-lapsable vesting Bonuses over 2-years
  • Unearth Capital from your existing client base through basic production and referrals.
  • Referral commission with ZERO effort this is fixed not potential. Double your annuity income with ZERO effort through in-house referrals to your current clients, ringfencing them to a full range of independent medical aid, gap cover, and short-term, and employee benefit solutions.
  • 100% – 115% commission.
  • Referral commission with ZERO effort this is fixed not potential.
  • 30% ongoing on short-term, medical aid, gap cover, and employee benefits referrals
  • 50% on all independent life business (long-term insurance)
  • 30% once-off on personal tax submissions
  • Excellent performance-linked earning potential.
  • Best-in-class training and support from financial experts with a collective CEO team of 5, awesome supportive culture, and flat structure, with no egos!
  • Opportunity to attain official financial planning qualifications.
  • Utilize established support tools and services of an international business.
  • ZERO Desking fees fully equipped back office with 100% admin Full support structure including admin support, paraplanners, office amenities, and specialist resources.
View Job  Cape Town: Digital Design Intern posted by MyRunway

Ready to Join the Team?

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

Click Go Apply to apply online!


Get Similar Job Alerts
Enter your WhatsApp number (e.g., +27740908132)
You'll receive alerts for new jobs in Cape Town, Western Cape

Apply directly for this position. Please read all instructions carefully.

We do not process job applications; we simply aggregate and display job listings.

More related positions


Cape Town: National Key Accounts Sales Manager posted by The Individual Touch CC

Generate new additional businessGrow the national customer baseManaging analyzing the national customer baseAnalyzing price decreases suspended business...


View Job
National Key Accounts Sales Manager

Cape Town: Junior Accountant posted by Africa Thinking Management Solutions

Job Advertisement Junior AccountantLocation Cape Town -Observatory Company Africa Thinking Management SolutionsAfrica Thinking Management Solutions is...


View Job
Junior Accountant

Cape Town: Intermediate Financial Administrator posted by Construct Executive Search

Applicants must have the following requirementsMust have a Diploma in Accounting or Bookkeeping.Must have 3-5 years of experience as a Financial...


View Job
Intermediate Financial Administrator

Eastern Cape: Town Planner (JB5167) posted by Kontak Recruitment

Town Planner JB5167 Chintsa, Eastern CapeCompensation Range R40 45 000 CTC per month Negotiable Category EngineeringLead zoning, rezoning, and land use...

View Job  Johannesburg: Maintenance Manager posted by Liham Consulting Pty (Ltd)

View Job
Town Planner (JB5167)

Cape Town: Roof sheeter – Urgently Needed posted by Batt Master Roofing and Guttering

Roof sheeter needed Must be able to remove and install roof sheets etc and waterproofing for maintenance company Work in fascias as wellWork experience a...


View Job
Roof sheeter – Urgently Needed

Cape Town: Litigation Secretary posted by Marais Muller Hendricks Attorneys

Marais Muller Hendricks Inc., a leading law firm in Cape Town, is seeking to appoint an experienced and highly organised Litigation Secretary to join our...


View Job
Litigation Secretary

Cape Town: Bookkeeper – Restaurant Industry (Salt River) posted by The Vocation Station

About the RoleWere looking for a detail-oriented Bookkeeper to join our clients team and support the financial operations of four businesses under one roof....


View Job
Bookkeeper – Restaurant Industry (Salt River)

Cape Town: Litigation Secretary posted by Cora O’Neil Recruitment Agency

Cape Town City Centre LITIGATION SECRETARY Minimum Requirements-Well presentable and professional preferably female-Excellent verbal communication skills-2...


View Job
Litigation Secretary

Cape Town: Electrical Engineer – Building Services posted by Business Recruitment Services

This role requires collaboration with multidisciplinary teams and clients to deliver fit-for-purpose solutions that surpass industry best practices and...


View Job
Electrical Engineer – Building Services

Cape Town: Intermediate SHERQ Officer posted by Construct Executive Search

Applicants must have the following requirementsMust have a Bachelors Degree or National Diploma in Safety Management or Occupational Health and Safety. Must...


View Job
Intermediate SHERQ Officer

Cape Town: Financial Accountant posted by Executive Placings

Travel Management Company is looking for an Accountant to be based in Cape Town. This is a hybrid role.The main purpose of this role is to ensure accuracy...


View Job
Financial Accountant

Cape Town: Regional Manager in Built-in Furniture Manufacturing Industry posted by Home Concept

Home Concept is looking for an experienced Regional Manager to join our team. In this role, youll lead sales, manage operations, and support teams to ensure...


View Job
Regional Manager in Built-in Furniture Manufacturing Industry

Cape Town: New Business Consultant posted by Intercon Recruitment

Company based in Cape Town is looking for a Senior New Business Consultant Sales Increase and drive new business with a focus on quality and...


View Job
New Business Consultant

Cape Town: Car Rental Agent – Urgent posted by Vogue Personnel

Join Our Team as a Car Rental Agent! Were looking for a dedicated and organized Car Rental Agent to join our dynamic team and play a key role in ensuring...


View Job
Car Rental Agent – Urgent

Cape Town: New Vehicle Sales Executive posted by Intercon Recruitment

Dealership in Cape Town is looking for an experienced New Vehicle Sales Executive with previous Motor Dealership New Vehicle Sales Experience. Salary Basic...

View Job  Johannesburg: sales representative

View Job
New Vehicle Sales Executive

Cape Town: Tour Operator – Urgent posted by Vogue Personnel

Exciting Career Opportunity in Southern Africa Travel!Are you passionate about travel and adventure? Do you have the skills and drive to make unforgettable...


View Job
Tour Operator – Urgent

Cape Town: Senior Construction Contracts Manager posted by Construct Executive Search

Applicants must have the following requirementsMust have a Bachelors Degree or Diploma in Building or Civil Engineering.Must be registered with SACPCMP as a...


View Job
Senior Construction Contracts Manager

Cape Town: Business Development Manager – Urgently Needed posted by One Source ICT

One Source ICT is an innovative technology company specializing in Information and Communication Technology ICT solutions. With a focus on excellence and...


View Job
Business Development Manager – Urgently Needed

Cape Town: Sales Representative | New Business Consultant posted by Intercon Recruitment

Company based in Cape Town is looking for a Sales Representative New Business Consultant to Increase Sales and drive new business with a focus on quality...


View Job
Sales Representative | New Business Consultant

Cape Town: SALES MANAGER posted by The Recruitment Guy

Title SALES MANAGERArea Cape Town PE HubsIndustry Rental Hire Working of height machinery and equipment Trade Desk Ref No. TRG 2303Salary TCT R71...


View Job
SALES MANAGER

Cape Town: IT Manager – Urgently needed posted by Edelson & Associates

IT Manager Cape Town R45000 NEG Working Knowledge of Microsoft Admin Centres and Licensing. Knowledge of SQL database Management. Also on site...


View Job
IT Manager – Urgently needed

Cape Town: SITE AGENT posted by Furipoint pty,ltd

Furipoint is excited to announce that we are currently expanding our team and are looking for highly motivated and skilled professionals to fill the Site...


View Job
SITE AGENT

Cape Town: QUANTITY SURVEYORS posted by Furipoint pty,ltd

Furipoint is excited to announce that we are currently expanding our team and are looking for highly motivated and skilled professionals to fill the...


View Job
QUANTITY SURVEYORS

Cape Town: Quality control inspector – PLEASE READ BEFORE APPLYING posted by Prokon

Position Quality Control Inspector Fresh Fruits Vegetables? Location Epping Private Market, Cape Town You need to reside in the Western Cape? Starting Date...


View Job
Quality control inspector – PLEASE READ BEFORE APPLYING

Cape Town City Centre: Accounts Payable Specialist

Key Responsibilities Process and verify invoices, expense reports, and payment requests Reconcile vendor statements and resolve discrepancies Maintain...


View Job
Accounts Payable Specialist

Share this to someone who needs a job:
Posted in Jobs in Cape Town, Jobs in South Africa, Jobs in Western Cape, Other IT/Computer

More Jobs in Your Area