Wealth Management Advisors Wanted

5 days ago

Cape Town, Western Cape, South Africa Sagen Advisory Full time

Sagen Advisory is actively seeking dedicated Financial Planners at various experience levels. Our client is experiencing significant growth and has opened exciting positions that provide exceptional career advancement opportunities.

Whether you are an experienced professional or just beginning your journey in Financial Advising, our clients offer the necessary support and resources to excel in the wealth management sector, along with competitive benefits that surpass industry standards.

Key Responsibilities:

  • Identify and engage potential clients to assess their financial requirements.
  • Develop tailored strategies and propose solutions to assist clients in achieving their financial goals.
  • Perform risk assessments and adapt to clients' evolving needs and situations.
  • Deliver expert financial guidance, including retirement, estate, and tax planning.
  • Present investment options across a wide range of regulated products.
  • Keep abreast of financial market trends to ensure effective planning and necessary adjustments.

Qualifications:

  • Preferred: Relevant tertiary education and financial planning certifications.
  • Minimum of 2 years of experience in sales, finance, financial planning, or wealth management.
  • Strong customer-focused approach with excellent communication and sales abilities.
  • Fluency in English and Afrikaans.
  • Entrepreneurial spirit with outstanding interpersonal skills.
  • Established client network and capability to seek new business opportunities.
  • Valid Driver's License
  • Reliable Vehicle
  • Clear Criminal Background
  • Clear Credit History (if not 'clear' – proof of payment plan required)

Available Roles:

  1. Senior / Career Advisor:

Ideal Candidate: Professionals with over 10 years of industry experience.

Compensation: R 80, commission per month, including:

  • 30 – 50% recurring commissions (existing policies and investments)
  • 50 – 70% new business commissions (new clients)
  1. Junior / Vested Adviser:

Ideal Candidate: Advisors with 5 to 6 years of experience.

Compensation: R 50, commission per month, including:

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

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

RE qualified

Compensation: R 30, commission per month, including:

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

Benefits:

  • Up to R2.4m in non-lapsable vesting bonuses over 2 years.
  • Access to capital from your existing client base through basic production and referrals.
  • Fixed referral commission with no effort required – double your annuity income through in-house referrals to your current clients, providing a full range of independent solutions.
  • Commission rates ranging from 100% to 115%.
  • Ongoing referral commissions with no effort required.
  • 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.
  • Exceptional performance-linked earning potential.
  • Comprehensive training and support from financial experts, including a collaborative CEO team and a supportive culture.
  • Opportunity to obtain official financial planning qualifications.
  • Utilize established support tools and services from an international organization.
  • No desk fees with a fully equipped back office and complete administrative support.

Ready to Join the Team?

Take the first step towards a fulfilling career in financial advising and explore the opportunities available.

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