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Financial Advisor

Financial Advisor

Kapital FinanceGqeberha, Eastern Cape, South Africa
30+ days ago
Job description

Financial Advisor – Port Elizabeth

Company : Sanlam BlueStar (Kapital MO BlueStar)

Location : Port Elizabeth, Eastern Cape

Positions Available : 2

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
  • 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
  • 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.

    Apply Now

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    Financial Advisor • Gqeberha, Eastern Cape, South Africa

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