Financial Advisor

Location: Eastern Cape, Port Elizabeth

Employment Type: Full-Time

Industry: Financial Services / Wealth Management / Financial Advisor s

We are a dynamic, client-focused financial services firm and a proud BlueStar Business for Sanlam. Our mission is to help individuals, families, and businesses achieve their financial goals through trust, expertise, and long-term relationships.

We believe in investing in our people. That’s why we offer continuous professional development, mentorship, and industry-leading tools to ensure our Financial Advisors grow into top performers and trusted experts in the field.

The Opportunity

We’re seeking a motivated and professional Financial Advisor to join our growing team. You will work closely with clients to create tailored financial plans, provide strategic investment advice, and guide them toward financial security.

Key Responsibilities

Conduct financial needs analyses to identify client goals.

Develop and implement personalized financial and investment plans.

Advise on retirement planning, risk management, tax strategies, and wealth growth.

Monitor market trends and ensure compliance with regulations.

Build and maintain strong client relationships.

Flexibility

We understand the importance of work-life balance. As a Financial Advisor with us, you’ll have flexible working hours and the ability to structure your schedule to suit both your professional and personal commitments — while still achieving your career goals.

Requirements

Minimum 1 in sales with a good track record

Relevant qualifications

Strong communication and interpersonal skills.

Proven ability to grow and manage a client portfolio.

Goal-driven with a passion for helping people achieve financial success.

What We Offer

Competitive remuneration

Ongoing training, mentorship, and career growth opportunities.

Access to industry-leading tools and resources.

Supportive, collaborative work environment.

How to Apply

Send your CV and a short motivation letter to [***email_hidden***] with the subject line:

• Application – Financial Advisor [Your Name]