Senior Financial Advisor

Avion Wealth Blue Star is a new venture dedicated to providing comprehensive financial planning and investment management services in Sandton and Gauteng. With experienced professionals in the industry, we recognized the need for personalized wealth protection and financial planning tailored to high-net-worth individuals. Our goal is to become the go-to destination for clients seeking financial security and guidance. At Avion Wealth, we offer customized solutions to address the unique challenges faced by our clients and ensure a secure future for them.

Role Description

Join Sanlam as a Senior Financial Advisor

This is a full-time hybrid role for a Senior Financial Advisor at Avion Wealth Blue Star - authorized by Sanlam. The Senior Financial Advisor will be responsible for financial planning, retirement planning, investments, and providing financial advisory services. The role is based in Johannesburg with the flexibility to work from home.

Sanlam offers one of the strongest adviser value propositions in the market, with full support, top-tier products, and the backing of Africa’s leading non-banking financial institution.

📍 Johannesburg | Hybrid Role

Why Join Us?

• Work under the trusted Sanlam brand
• Full training and ongoing support
• Competitive commission structure with performance bonuses
• Administrative and marketing support to help you grow your practice
• Flexible hybrid work model

Key Responsibilities

• Provide expert financial and retirement planning services
• Offer tailored investment solutions for clients
• Build and maintain strong client relationships
• Ensure compliance with FAIS and FICA regulations

Requirements

• Minimum 120 FAIS Credits
• RE5 Certification
• At least 2 years of experience in financial advisory or sales
• Clean credit & criminal record
• FAIS fit and proper status
• CFP or CFA certification (advantageous)

💡 Shape your future with a career at Sanlam.

Apply today 📩

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