Cape Town: Financial Advisors: Partially Vested, Vested, Senior and Career Advisors positions available. posted by Sagen Advisory
Posted on 2025-07-03 00:00:00
Employer | Sagen Advisory |
---|---|
Category | Other IT/Computer |
Location | Western Cape / Cape Town |
Job Summary
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, and they offer great benefits that exceed the market-related standard.
Roles Available:
- 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)
- 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)
- 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)
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.
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.
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
More jobs in Cape Town
More jobs in Western Cape
Browse Other IT/Computer Jobs
Browse Sagen Advisory Jobs
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: Head of Wholesale (Exco) posted by Corporate Placements
Our client a luxury retail business is seeking a Head of Wholesale to join their team. You will be responsible for strategic development and implementation....
View Job
Head of Wholesale (Exco)
Cape Town: Corporate Receptionist (Cape Town) posted by Corporate Placements
Do you enjoy the flexibility and available immediately then register with us today for Temporary Receptionist assignments.Must haveGrade 12Min. 2 years...
View Job
Corporate Receptionist (Cape Town)
Cape Town: Strategic Projects & Partnership Lead posted by Corporate Placements
Our client a non-profit organisation is seeking a Strategic Projects and Partnerships Lead to join their team. You will be responsible for leading the...
View Job
Strategic Projects & Partnership Lead
Cape Town: Foreman – Urgently Needed posted by Batt Master Roofing and Guttering
MUST HAVEDrivers LicenseAttention to detailBe able to work under pressureExperience in roof sheeting, roof tiling, waterproofing and paintingRun...
View Job
Foreman – Urgently Needed
Cape Town: Business Development Representative (Remote) (JB5287) posted by Kontak Recruitment
Business Development Representative Remote JB5287 Remote, for applicants residing in Cape TownR25 000 - R30 000 Basic plus commission, cellphone and...
View Job
Business Development Representative (Remote) (JB5287)
Cape Town: Creative Marketing Lead (JB5294) posted by Kontak Recruitment
Creative Marketing Lead JB5294Cape Town, Western CapeR25 000 R35 000 CTC per monthIn-office culture, creative freedom, founder collaborationPermanentPremium...
View Job
Creative Marketing Lead (JB5294)
Cape Town: Customs Entry Clerk posted by Zedcore PTY LTD 4780165421
Customs Entry Clerk must have experiences between 2 - 5 years, is responsible for accurately preparing and submitting customs documentation, ensuring...
View Job
Customs Entry Clerk
Cape Town: Overhead Crane Technician Assistant – Urgently needed posted by BB Cranes PTY Ltd
Carries out verbal instructions of the crane technicianbranch manager, on a daily basis, in terms of the production program and output required.Collects and...
View Job
Overhead Crane Technician Assistant – Urgently needed
Cape Town: Motorcycle Drivers for Merchandising Project posted by UFC
I am looking to recruit 20 preferably female motorcycle drivers to assist with merchandising bread and confectionery across various retail stores.
View Job
Motorcycle Drivers for Merchandising Project
Cape Town: Key Account Manager – Capital Equipment posted by The Recruitment Guy
An experienced KEY ACCOUNT MANAGER FOR CAPITAL EQUIPMENT is required for permanent employment based in Cape Town.To maintain and expand relationships with...
View Job
Key Account Manager – Capital Equipment
Cape Town: Legal Advisor posted by SEESA pty Ltd
VACANCY ANNOUNCEMENT LABOUR LEGAL ADVISOR CAPE TOWNA new vacancy exists for a Labour Legal Advisor in Cape Town.MINIMUM REQUIREMENTSApplicants must be in...
View Job
Legal Advisor
Cape Town: Service Delivery Coordinator posted by Stipenda
Answering high volume of customer and interpreter callsTo allocate Face to Face Interpreting assignments to freelance interpreters according to customer...
View Job
Service Delivery Coordinator
Cape Town: STOREMAN posted by METAPIPE (PTY) LTD
Issuing material to running projects.Issuing Equipment to artisans.Receiving material from suppliers for various projects.Return material for Credit.Keep...
View Job
STOREMAN
Cape Town: Mobile Technician posted by BCE Foodservice Equipment
Overall purpose of the job To produce the required labour hours through maintenance and repair work, in accordance with the Company quality and efficiency...
View Job
Mobile Technician
Cape Town: External Sales Representative – Electronics & Guarding Services (JB5317) posted by Kontak Recruitment
External Sales Representative Electronics Guarding Services JB5317Cape Town, Western Cape R14 000 R20 000 basic plus commissionPermanentSecurity solutions...
View Job
External Sales Representative – Electronics & Guarding Services (JB5317)
Cape Town: Junior Infrastructure Engineer (Retail) (JB5316) posted by Kontak Recruitment
Junior Infrastructure Engineer Retail JB5316 Airport Industria, Cape Town R180 000 to R220 000 Annually CTCPermanentA Junior Infrastructure Engineer role is...
View Job
Junior Infrastructure Engineer (Retail) (JB5316)
Cape Town City Centre: Practice Manager
Minimum Requirements Must have a minimum of 5 years experience as a Professional Accountant in the Financial Industry Qualified CA SA AGA SA Professional...
View Job
Practice Manager
Cape Town City Centre: Warehouse & Material Flow Manager – Northern Suburbs, Cape Town
Position Summary As the Warehouse Material Flow Manager , you will be responsible for overseeing all inbound, internal, and outbound material flow within a...
View Job
Warehouse & Material Flow Manager – Northern Suburbs, Cape Town
Cape Town: New Business Development posted by Kontak Recruitment
New Business Development - Plastic and Packaging JB5332 Cape Town, Western Cape R25 000 - R40 000 CTC per month plus commission PermanentFully remote Join a...
View Job
New Business Development
Cape Town City Centre: Professional Civil Engineer – Wastewater (CT)
Duties and Responsibilities - Designing of wastewater infrastructure and conduct process assessments. - Preparing contract documentation and managing...
View Job
Professional Civil Engineer – Wastewater (CT)
Cape Town City Centre: Intermediate .NET Developer
Full Ownership - Design, implement, document, and maintain the applications you build. - Monitor, troubleshoot, and fix bugs across the entire stack UI,...
View Job
Intermediate .NET Developer
Cape Town City Centre: Pre-Sales Engineer
Pre-sales engineers play a crucial role in the sales process by providing technical expertise and support to potential customers before a sale is finalised....
View Job
Pre-Sales Engineer
Cape Town City Centre: Incident and Change Management Consultant
Additional Info The contractor will be responsible for managing high priority incidents, coordinating resolution teams, and ensuring timely communications....
View Job
Incident and Change Management Consultant
Johannesburg: Business Intelligence (BI) Analyst Developer – Cape Town – up to R800k per annum
We are seeking a skilled and experienced Business Intelligence Analyst Developer to join our IT Solutions team within a leading Asset Management firm. You...
View Job
Business Intelligence (BI) Analyst Developer – Cape Town – up to R800k per annum
Cape Town City Centre: Recruitment Officer
Job description The Company currently has a vacancy for a motivated, professional and attentive to detail Recruitment Officer to join the Human Capital team...
View Job
Recruitment Officer