Financial Advisor

1 week ago

Cape Town, South Africa Metafin Full time

Cape Town – Atlantic Seaboard Only Are you a motivated and experienced financial advisor ready to take your career to the next level? Do you want to grow within a tech-powered , client-first , and entrepreneurially minded company that values integrity, results, and innovation? Metafin , a BlueStar business powered by Sanlam, is expanding its elite team in Cape Town If you’re ready to plug into a high-performance ecosystem that supports your goals with cutting-edge digital tools, AI automation, and structured growth opportunities—this is the opportunity for you. Tasks As a Metafin Financial Advisor, you will: Build and nurture long-term relationships with clients based on transparency and trust. Offer tailored financial advice and recommend Shariah-compliant and conventional financial solutions aligned with client goals. Use our AI-driven advisor app to track leads, manage performance, automate reporting, and stay on top of your business metrics. Stay up to date on product knowledge, regulatory requirements, and financial trends. Engage in regular client reviews, goal assessments, and portfolio adjustments. Requirements To thrive in this role, you should have: Matric + RE5 certification (NQF 5 with 120 credits is preferred) Minimum 2 years of experience in financial services or sales Be based in Cape Town (Atlantic Seaboard area) ️ Clear credit and criminal records Consistent minimum earnings of no less than R15,000 to be considered in the interview process. A growth mindset and a willingness to learn and lead in a digital-first environment Benefits At Metafin, your success is our priority. Here's what we offer: Training allowance to support you as you ramp up Full benefits: medical aid, retirement annuity, group life cover Access to AI-powered admin tools and a digital advisor ecosystem to streamline your workflow Local and international conventions for top performers Commission structure up to 100% , tailored to your track record and portfolio Ongoing training, mentorship, and leadership opportunities Metafin is not just another BlueStar business—we’re a forward-thinking, digitally enabled financial advisory firm that believes in building real wealth, real impact, and real careers. With innovation at our core, we support our advisors through automation , strategic mentorship , and a client-first approach that helps you grow faster and serve better. Please note: Direct messages, calls, or emails will not be considered. All applications must be submitted via our official platform below: #J-18808-Ljbffr

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