What are the responsibilities and job description for the Senior Financial Advisor position at Avion Wealth Bluestar?
Job Description
Join Sanlam as a Senior Financial Advisor
This is a full-time hybrid role for a Senior Financial Advisor at Avion Wealth BlueStar - 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 📩
recruitment@avionwealth.co.za | 27 61 588 4163