Financial Advisor

📍 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 :

Benefits

At Metafin, your success is our priority. Here's what we offer :

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 :

Metafin is a modern financial advisory firm rooted in integrity, innovation, and client empowerment. As an authorised Sanlam BlueStar business, we combine trusted financial expertise with cutting-edge digital tools to deliver meaningful, goal-driven advice. We’re passionate about creating financial wellness for individuals, families, and businesses—focusing on ethical solutions that support long-term growth, protection, and prosperity. With a commitment to personalised service and community upliftment, Metafin is redefining what it means to thrive financially in South Africa today.