Sagen Advisory is recruiting passionate Financial Planners, of all levels. Our client, based in Durbanville, and Stellenbosch in Cape Town is rapidly expanding and has exciting roles open that offer tremendous growth opportunities. Whether you're a seasoned professional or just starting your career, our clients provide the support and resources you need to thrive in the wealth management industry, and they offer great benefits that exceed the market-related standard.
Roles Available:
- Senior / Career Advisor:
- Ideal Candidate: Experienced professionals with 10+ years in the industry.
- Earns R 80, 000.00+ commission per month – of which is
- 30 – 50% recurring commissions (policies and investments already on the books)
- 50 – 70% new business commissions (new clients)
- Junior / Vested Adviser:
- Ideal Candidate: Vested advisors with 5 to 6 years of experience.
- Earns R 50, 000.00+ commission per month – of which is
- 20 – 40% recurring commissions
- 60 – 80% new business commissions (new clients)
- Junior / Partially Vested Adviser:
- Ideal Candidate: Junior vested advisors with 2 to 4 years of experience
- RE qualified
- Earns R 30, 000.00+ commission per month – of which is
- 10 – 20% recurring commissions
- 80 – 90% new business commissions (new clients)
Responsibilities:
- Source and meet potential clients to analyze their financial needs.
- Design personalized strategies and recommend solutions to help clients meet their financial objectives.
- Conduct risk analysis and respond to clients' changing needs and circumstances.
- Provide expert financial advice, retirement planning, estate planning, and tax planning.
- Offer investment opportunities across a broad spectrum of regulated products.
- Monitor financial market trends to ensure effective planning and identify necessary updates.
Requirements:
- Relevant tertiary qualifications and financial planning certifications preferred.
- 2+ years of industry experience in sales, finance, financial planning, or wealth management.
- Customer-centric mindset with strong communication and sales skills.
- Fluent in English and Afrikaans.
- Entrepreneurial mindset with exceptional interpersonal skills.
- Established network of clients and ability to prospect for new business.
Benefits:
- Up to R2.4m in non-lapsable vesting Bonuses over 2-years
- Unearth Capital from your existing client base through basic production and referrals.
- Referral commission with ZERO effort– this is fixed – not potential. Double your annuity income with ZERO effort through in-house referrals to your current clients, ringfencing them to a full range of independent medical aid, gap cover, and short-term, and employee benefit solutions.
- 100% - 115% commission.
- Referral commission with ZERO effort– this is fixed – not potential.
- 30% ongoing on short-term, medical aid, gap cover, and employee benefits referrals
- 50% on all independent life business (long-term insurance)
- 30% once-off on personal tax submissions
- Excellent performance-linked earning potential.
- Best-in-class training and support from financial experts with a collective CEO team of 5, awesome supportive culture, and flat structure, with no egos!
- Opportunity to attain official financial planning qualifications.
- Utilize established support tools and services of an international business.
- ZERO Desking fees fully equipped back office with 100% admin Full support structure including admin support, paraplanners, office amenities, and specialist resources.
Ready to Join the Team?
Apply now and embark on a rewarding career journey. Take the first step towards financial success and growth.
