Financial Advisor

7 days ago

Port Elizabeth, Eastern Cape, South Africa Kapital Finance Full time R27 500 - R1 600 000 per year

Financial Advisor – Port Elizabeth

Company: Sanlam (Kapital MO BlueStar)

Location: Port Elizabeth, Eastern Cape

Positions Available: 2

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About the Role

We are expanding our dynamic advisory team in Port Elizabeth and seeking two ambitious, driven, and client-focused Financial Advisors to join our growing network.

You'll be part of a professional environment that values independence, mentorship, and long-term career growth — supported by one of South Africa's leading financial institutions.

⸻

What We Offer

Training Allowance: R27,500 for your first month of training

Vesting Bonuses: Over R1.6 million payable over your first two years (performance-based)

Comprehensive Benefits:


• Medical aid


• Pension and retirement benefits


• Risk cover and business support

World-class Training: One-month training program hosted in Cape Town or Johannesburg

Ongoing Mentorship: Continuous development, mentorship, and career progression opportunities

⸻

Key Responsibilities


• Build and maintain long-term relationships with individual and corporate clients


• Conduct holistic financial needs analyses and develop tailored financial plans


• Provide professional advice across investment, risk, and retirement planning


• Ensure regulatory compliance and uphold ethical advisory standards


• Achieve performance targets and grow your client portfolio

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Requirements


• Matric (minimum), tertiary qualification advantageous


• Strong interpersonal and communication skills


• Entrepreneurial mindset with a passion for helping others achieve financial freedom


• South African citizen or valid work permit


• Own transport and valid driver's licence

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Why Join Us?

This is a career path that combines independence, income potential, and personal growth.

Our advisors enjoy the full backing of Sanlam's trusted brand while building their own financial-advisory businesses within a proven structure.

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