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Client-Focused Financial Advisor

Job in Malmesbury, 7300, South Africa
Listing for: DashLife BlueStar - authorised by Sanlam
Full Time position
Listed on 2026-07-10
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Location: Malmesbury

Dash Life Blue Star is a Malmesbury/ Woodstoc k based financial advisory team authorised by Sanlam to provide tailored financial solutions and trusted guidance. The Financial Adviser role is full-time and on-site, focusing on meeting clients to set financial objectives, evaluate current positions, and craft personalized plans using Sanlam products.

The adviser will regularly review portfolios, prepare proposals, and ensure compliance with regulatory standards while participating in ongoing

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