Financial Advisor
Financial Advisor
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Salary Not Disclosed
1 Vacancy
Job Description
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 techpowered clientfirst 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 youre ready to plug into a highperformance ecosystem that supports your goals with cuttingedge digital tools AI automation and structured growth opportunitiesthis is the opportunity for you.
Tasks
As a Metafin Financial Advisor you will:
- Build and nurture longterm relationships with clients based on transparency and trust.
- Offer tailored financial advice and recommend Shariahcompliant and conventional financial solutions aligned with client goals.
- Use our AIdriven 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:
- Matric RE5 certification (NQF 5 with 120 credits is preferred)
- Minimum 2 years of experience in financial services or sales
- Be based in Cape Town (Atlantic Seaboard area)
- Clear credit and criminal records
- Consistent minimum earnings of no less than R15000 to be considered in the interview process.
- A growth mindset and a willingness to learn and lead in a digitalfirst environment
Benefits
At Metafin your success is our priority. Heres what we offer:
- Training allowance to support you as you ramp up
- Full benefits: medical aid retirement annuity group life cover
- Access to AIpowered admin tools and a digital advisor ecosystem to streamline your workflow
- Local and international conventions for top performers
- Commission structure up to 100% tailored to your track record and portfolio
- Ongoing training mentorship and leadership opportunities
Metafin is not just another BlueStar businesswere a forwardthinking 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 clientfirst 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:
Employment Type
Full Time
