Job Description

Financial Advisor - Metafin | Cape Town (Atlantic Seaboard)

Empower lives. Shape futures. Leverage technology.

Are you passionate about financial empowerment and ready to take your advisory career to the next level? Join

Metafin

, a dynamic and forward-thinking financial advisory firm backed by Sanlam, where integrity, innovation, and impact lead the way.

Role Highlights

Build lasting client relationships based on trust, ethics, and holistic financial guidance Provide tailored financial solutions that reflect each client's unique goals and values Leverage AI-powered tools to track your performance, automate admin, and boost productivity
Requirements

Matric + RE5 Certification (120 FAIS credits preferred) Minimum 2 years of experience providing financial advice Cape Town-based (Atlantic Seaboard focus) Clear credit and criminal records Minimum earnings of R15,000 to qualify for onboarding
Perks & Benefits

Training allowance - earn while you learn Medical aid, group life, and retirement benefits Access to local and international conventions Up to 100% commission, based on experience and offer Full digital support suite, including AI-based tracking and automation Admin support so you can focus on building relationships, not paperwork
Ready to Apply?

Apply now via our form:
https://forms.clickup.com/2613701/f/2fre5-29632/LD14XOHBSLJX8GFLN9
Or send your CV to

metafin@sanlam4u.co.za

with the subject:

"Financial Advisor Job Application"

#FinancialAdvisor #FinanceJobs #CapeTownCareers #TechDrivenSuccess #AIEnabledFinance #SanlamPartner #Metafin

Job Type: Full-time

Pay: R25000,00 - R100000,00 per month

Application Question(s):

Do you have your RE5? Are you criminal clear? Ideal answer: Yes
Are you a citizen of South Africa?

How many years of work experience do you have with Financial Advisory? We must fill this position urgently. Can you start immediately? Do you have a valid driver's license? Do you have an industry related qualification of an NQF4+ 120 credits? Are you credit clear? What is your average commission earned over a 6 month period? Can you describe a time when you set a challenging professional goal for yourself? What specific steps did you take to achieve that goal, and what was the outcome? How do you structure your daily routine to ensure you remain self-disciplined, especially during periods with little external supervision? Can you provide an example of when this discipline directly impacted your performance? Tell me about a situation where you had to take initiative--without explicit direction--to address a client issue or improve a process. What motivated you to act, and what were the results? Can you share an example of a time when you identified an unmet need or an opportunity for innovation--perhaps even outside your assigned responsibilities--and took the initiative to develop a solution? What motivated you, and what was the impact of your actions?
Work Location: On the road