Financial Advisor

1 week ago

Cape Town, South Africa Metafin Financial Services Full time

**Financial Advisor - Metafin | Cape Town (Atlantic Seaboard)**:

- Empower lives. Shape futures. Leverage technology._

Are you passionate about financial empowerment and ready to take your advisory career to the next level? Join **Metafin**, a dynamic and forward-thinking financial advisory firm backed by Sanlam, where integrity, innovation, and impact lead the way.

Role Highlights
- Build lasting client relationships based on trust, ethics, and holistic financial guidance
- Provide tailored financial solutions that reflect each client’s unique goals and values
- Leverage AI-powered tools to track your performance, automate admin, and boost productivity

**Requirements**:

- Matric + RE5 Certification (120 FAIS credits preferred)
- Minimum 2 years of experience providing financial advice
- Cape Town-based (Atlantic Seaboard focus)
- Clear credit and criminal records
- Minimum earnings of R15,000 to qualify for onboarding

Perks & Benefits
- Training allowance - earn while you learn
- Medical aid, group life, and retirement benefits
- Access to local and international conventions
- Up to 100% commission, based on experience and offer
- Full digital support suite, including AI-based tracking and automation
- Admin support so you can focus on building relationships, not paperwork

Ready to Apply?

**“Financial Advisor Job Application”**

**#FinancialAdvisor #FinanceJobs #CapeTownCareers #TechDrivenSuccess #AIEnabledFinance #SanlamPartner #Metafin**

Pay: R25 000,00 - R100 000,00 per month

Application Question(s):

- Do you have your RE5?
- Are you criminal clear?
- Ideal answer: Yes

Are you a citizen of South Africa?
- How many years of work experience do you have with Financial Advisory?
- We must fill this position urgently. Can you start immediately?
- Do you have a valid driver's license?
- Do you have an industry related qualification of an NQF4+ 120 credits?
- Are you credit clear?
- What is your average commission earned over a 6 month period?
- Can you describe a time when you set a challenging professional goal for yourself? What specific steps did you take to achieve that goal, and what was the outcome?
- How do you structure your daily routine to ensure you remain self-disciplined, especially during periods with little external supervision? Can you provide an example of when this discipline directly impacted your performance?
- Tell me about a situation where you had to take initiative—without explicit direction—to address a client issue or improve a process. What motivated you to act, and what were the results?
- Can you share an example of a time when you identified an unmet need or an opportunity for innovation—perhaps even outside your assigned responsibilities—and took the initiative to develop a solution? What motivated you, and what was the impact of your actions?

Work Location: On the road

  • Financial Advisor

    1 week ago

    Cape Town, South Africa Financial Wealth Capital Full time

    At Financial Wealth Capital, we truly care about your family’s financial future. This is why we endeavour to help consumers live financially free by providing them with expert guidance on navigating each step of their financial journey. We are currently looking for a Financial Advisor with an RE5 accreditation. **Key Duties, but not limited to**: -...

  • Financial Advisor

    1 week ago

    Cape Town, South Africa Infinitum Financial Solutions Full time

    We want high-achievers, collaborators, people-orientated advisors with entrepreneurial drive. We are hiring qualified financial advisors. Great value propositions. Training allowance of R50,000. No vaccination needed. Minimum requirements: - NQF5 qualification - RE5 - minimum 2 years financial planning experience - COB training completed **Job Types**:...

  • Financial Advisor

    3 days ago

    Cape Town, Western Cape, , South Africa Origin Financial Holdings Full time R500 000 - R1 200 000 per year

    Company description:Origin Financial is one of the biggest IFA's in the South African market. We specialise in customized solutions and advice, tailored to each individual client's financial life cycle.We present a significant opportunity for experienced financial advisors to grow and secure their financial practice in our organization with a national...

  • Financial Advisor

    3 days ago

    Cape Town, South Africa Metafin Financial Services Full time

    **Job Opportunity: Exceptional Financial Advisors Wanted in CPT!** Are you an outstanding financial advisor seeking an opportunity that perfectly aligns with your expertise and ambition? Look no further! At Metaf.in Financial Services, we are embarking on an exciting new venture with a strong focus on FINTECH. Join us on this incredible journey and...

  • Qualified Financial Advisor

    1 week ago

    Cape Town, Western Cape, South Africa Succession Financial Planning Full time R900 000 - R1 200 000 per year

    Company DescriptionSuccession Financial Planning Advisory Services is a licensed financial services provider dedicated to fostering lasting partnerships between clients and advisers. Our mission is to help each client achieve financial freedom and wellness, regardless of their life stage. We aim to guide our clients towards their financial goals through...

  • Financial Advisor

    1 week ago

    Cape Town, South Africa Infinitum Financial Solutions Full time

    **JOIN OUR DYNAMIC TEAM OF FINANCIAL ADVISORS!** **For recent graduates who want a career in sales with uncapped commission potential!** - A grade 12 (Matric) certificate - Excellent (written & verbal) communication skills - Proven computer literacy (MS Office Suite) - A clear criminal and credit record - 6-12 months of sales/retail experience - Previous...

  • Financial Advisors and Key Individual

    3 days ago

    Cape Town, South Africa IWI FINANCIAL SERVICES Full time

    Cape Town Financial Advisors required 1. Own laptop 2. Smart phone 3. Access to a stable WiFi Network 4. 2 Years Sales experience 5. Matric Certificate 6. Team Leaders with experience highly advantages 7. Benefits offered Key Individual 1. Qualified - RE1 + RE5 2. 1 Year experience 3. COB - Longterm and Short-Term 4. Subcategories: A,B and C +...

  • Financial Advisors and Key Individual

    3 days ago

    Cape Town, South Africa IWI FINANCIAL SERVICES Full time

    Cape Town Financial Advisors required 1. Own laptop 2. Smart phone 3. Access to a stable WiFi Network 4. 2 Years Sales experience 5. Matric Certificate 6. Team Leaders with experience highly advantages 7. Benefits offered Key Individual 1. Qualified - RE1 + RE5 2. 1 Year experience 3. COB - Longterm and Short-Term 4. Subcategories: A,B and C +...

  • Financial Advisor

    1 week ago

    Cape Town, South Africa ABA Financial Services PTY(LTY) Full time

    **looking for proactive and enthusiastic financial advisors with a passion for guiding clients towards their goals.** **Individual must be willing to work on the road as sales will be made in different locations.** **Key Responsibilities**: - Offer personalized advice and recommendations based on clients' financial or business needs. - Build and maintain...

  • Sales Agents

    1 week ago

    Cape Town, South Africa Online Financial Advisor Full time

    Online Financial Advisors is now calling all vehicle tracking sales specialist!!! We are looking for money hungry individuals who thrives in living only the best life, when we say best life, we mean someone that loves having the financial well being to ensure that you and your loved ones are financially secure and also having the time to spend with your...