High-Paying Financial Planning Opportunities in Cape Town

1 month ago


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

About Sagen Advisory

We are a rapidly expanding financial advisory firm based in Durbanville and Stellenbosch, Cape Town, seeking passionate Financial Planners to join our team. Our company offers tremendous growth opportunities for professionals of all levels.

Role Overview

The ideal candidate will have relevant tertiary qualifications and certifications in financial planning. A minimum of 2 years of industry experience in sales, finance, or wealth management is required. The successful candidate will have excellent communication and interpersonal skills, with the ability to source and meet potential clients to analyze their financial needs.

Key Responsibilities

  • Design personalized financial strategies and recommend solutions to help clients meet their objectives.
  • Conduct risk analysis and respond to clients' changing needs and circumstances.
  • Provide expert advice on retirement planning, estate planning, tax planning, and investment opportunities across regulated products.
  • Monitor financial market trends to ensure effective planning and identify necessary updates.

Compensation Package

The salary range for this position is R 50,000.00+ commission per month. The compensation package includes up to R2.4m in non-lapsable vesting bonuses over 2 years, unearthed capital from existing client bases, referral commissions, and a performance-linked earning potential.

Requirements

  • Relevant tertiary qualifications and financial planning certifications preferred.
  • Minimum 2 years of industry experience in sales, finance, or wealth management.
  • Customer-centric mindset with strong communication and sales skills.
  • Fluent in English and Afrikaans.
  • Entrepreneurial mindset with exceptional interpersonal skills.

Benefits

  • 100% - 115% commission on sales.
  • Referral commission with ZERO effort – fixed rate.
  • 30% ongoing commission on short-term and employee benefit referrals.
  • 50% commission on independent life business (long-term insurance).
  • Best-in-class training and support from financial experts.
  • Opportunity to attain official financial planning qualifications.

Career Growth

We offer a flat structure, supportive culture, and best-in-class training and support. Join us and embark on a rewarding career journey. Take the first step towards financial success and growth in the dynamic city of Cape Town.



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