Senior Financial Advisor

You built the book. Now build your next chapter.

Advisorly is recruiting experienced financial advisers for opportunities with Sentinel Risk & Wealth, an Old Mutual franchise and independent brokers

We’re looking for established advisers who want to grow their client base, strengthen their practice and explore an EFA opportunity suited to their experience and ambitions.

THE OPPORTUNITY

• Advise individuals and business owners on financial protection, wealth creation and retirement planning.

• Build and maintain lasting client relationships.

• Identify opportunities across long-term insurance, investments, business assurance and employee benefits.

• Grow your practice with marketing, administrative and specialist support.

• Explore opportunities to develop and lead a team.

WHAT YOU CAN EXPECT

• A commission structure discussed transparently during the recruitment process.

• Marketing support and assistance with your personal brand.

• Access to specialists across risk, investments, business assurance and employee benefits.

• Administrative support and access to legal resources.

• Support with building a team and, where applicable, transitioning an existing client book.

• An offer shaped around your experience, production and career goals.

REQUIREMENTS

• RE5 completed.

• At least two years of face-to-face financial-advice experience in long-term insurance.

• A verifiable regulatory and employment history.

• An established track record of production and client relationship management.

• Relevant Class of Business training.

• NQF Level 5 in Wealth Management or a relevant qualification preferred.

Applicants should be willing to provide a CV, qualifications, DOFA report and recent commission statements during the screening process.

REMUNERATION

This is a commission-based opportunity. Commission terms and any applicable initial support will be confirmed in your individual offer.

HOW TO APPLY

https://advisorly.co.za/assessment or

send email to Sign in to view email or DM me

Applications are handled confidentially. Advisorly manages recruitment; the appointment opportunity is with Sentinel Risk & Wealth.

Advisorly — Always Human, Always Here.