Sanlam Evagor BlueStar Vacancy 2026 – A Detailed Guide

Sanlam Evagor BlueStar is one of South Africa’s leading financial advisory firms, known for its personalized approach to financial planning, investment, and wealth management. The firm is a member of Sanlam, one of the largest and most respected financial services groups in the country. As Sanlam Evagor BlueStar continues to expand its client base and services in 2026, they are offering exciting career opportunities across various roles within their organization.

In this article, we will highlight the available vacancies at Sanlam Evagor BlueStar for 2026, provide insights into the company culture, the types of roles on offer, and the qualifications required. If you are looking to build a rewarding career in the financial services sector, this could be the perfect opportunity for you.

About Sanlam Evagor BlueStar

Sanlam Evagor BlueStar operates as a financial services advisory practice under the larger Sanlam umbrella, focusing on financial planning, investment advice, and risk management. With a strong commitment to integrity, trust, and delivering high-quality financial services to individuals, families, and businesses, Sanlam Evagor BlueStar is known for building long-term relationships with clients based on their specific financial needs.

The firm’s services range from retirement planning, estate planning, and investment advice to insurance and tax planning. Sanlam Evagor BlueStar is recognized for its customer-centric approach and its team of highly qualified and experienced financial advisors who work together to deliver tailored solutions to clients.

As a subsidiary of Sanlam, the firm benefits from being part of a group that is a recognized leader in financial services across South Africa and the African continent. As Sanlam Evagor BlueStar prepares for growth in 2026, they are looking to add new talent to their team.

Available Vacancies at Sanlam Evagor BlueStar for 2026

Sanlam Evagor BlueStar offers a variety of roles across different levels, from entry-level positions for those looking to start their careers in financial services to more experienced roles for professionals with a background in financial advising, wealth management, risk analysis, and investment.

Below are some of the key vacancies available at Sanlam Evagor BlueStar for 2026:

1. Financial Advisor

As a Financial Advisor at Sanlam Evagor BlueStar, you will be responsible for providing expert financial advice to clients, helping them achieve their financial goals through personalized investment, insurance, and retirement planning solutions. You will be required to build and maintain relationships with clients and ensure that they are aligned with the company’s long-term strategies for wealth management.

Key Responsibilities:

• Conduct financial needs analysis and develop personalized financial plans for clients.
• Advise clients on investment, insurance, and retirement planning strategies.
• Build and maintain long-term relationships with clients based on trust and sound advice.
• Regularly review and adjust clients’ portfolios to ensure they meet their financial goals.
• Stay updated with financial regulations and market trends to provide clients with the best possible advice.
• Achieve set sales and performance targets in line with business goals.

Required Qualifications and Skills:

• Matric or equivalent (required).
• RE5 certification and relevant qualifications in financial planning (e.g., CFP, NQF Level 5).
• 2-3 years of experience in financial advisory or a related field (preferred).
• Excellent interpersonal skills and the ability to build relationships.
• Strong sales acumen and goal-oriented mindset.
• Knowledge of financial products and services, including insurance, investment, and retirement products.

2. Wealth Management Specialist

As a Wealth Management Specialist, you will work with high-net-worth individuals and families, helping them preserve and grow their wealth through comprehensive financial planning. You will be responsible for providing personalized wealth management services, including investment advisory, estate planning, and tax strategy.

Key Responsibilities:

• Develop and implement comprehensive wealth management strategies for clients.
• Provide expert advice on investment portfolios, estate planning, tax optimization, and retirement planning.
• Foster relationships with high-net-worth clients and assist them in achieving their financial goals.
• Analyze clients’ financial situations and propose tailored strategies to help them grow and protect their wealth.
• Monitor financial markets and adjust client portfolios based on changing market conditions.
• Work closely with other members of the advisory team to deliver integrated wealth management solutions.

Required Qualifications and Skills:

• Bachelor’s degree in Finance, Investment Management, or a related field.
• 5+ years of experience in wealth management, financial advising, or a related area.
• Relevant certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst).
• Strong analytical skills and attention to detail.
• Excellent communication and client relationship management skills.
• Ability to work with high-net-worth individuals and understand their unique financial needs.

3. Client Services Administrator

The Client Services Administrator is an essential support role, ensuring that the day-to-day operations run smoothly. You will work closely with financial advisors and clients, assisting with administrative tasks related to client accounts, policy updates, and portfolio management.

Key Responsibilities:

• Provide administrative support to financial advisors and clients.
• Maintain accurate client records, ensuring all documents and information are up to date.
• Process and track client transactions, including investments, withdrawals, and claims.
• Coordinate meetings between clients and financial advisors.
• Assist in managing client queries and provide exceptional customer service.
• Ensure compliance with industry regulations and internal processes.

Required Qualifications and Skills:

• Matric (required), with a degree in Business Administration or a related field being an advantage.
• 1-2 years of experience in a client service or administrative support role, preferably in the financial services sector.
• Strong organizational and time-management skills.
• Ability to manage multiple tasks simultaneously while maintaining attention to detail.
• Excellent verbal and written communication skills.
• Proficient in Microsoft Office Suite (Excel, Word, PowerPoint).

4. Risk and Compliance Officer

The Risk and Compliance Officer will be responsible for ensuring that the company adheres to all regulatory requirements, risk management practices, and internal policies. This role is crucial in helping Sanlam Evagor BlueStar maintain its reputation as a trustworthy and compliant financial advisory firm.

Key Responsibilities:

• Develop, implement, and monitor the company’s risk management and compliance strategies.
• Identify potential risks and recommend mitigation strategies to the management team.
• Ensure compliance with industry regulations such as FAIS, FSCA, and FICA.
• Conduct internal audits and assessments to ensure adherence to internal controls.
• Train staff on compliance procedures and provide advice on regulatory issues.
• Monitor changes in financial legislation and industry standards to ensure the company remains compliant.

Required Qualifications and Skills:

• Bachelor’s degree in Law, Risk Management, Compliance, or a related field.
• 3+ years of experience in a risk or compliance role within the financial services industry.
• Strong knowledge of financial regulations and risk management principles.
• Excellent analytical and problem-solving skills.
• Ability to work independently and in a team environment.
• Strong written and verbal communication skills.

How to Apply for Sanlam Evagor BlueStar Vacancies

To apply for a position at Sanlam Evagor BlueStar in 2026, follow these simple steps:

Step 1: Visit the Sanlam Careers Page

For more information on available roles, qualifications, and 

Step 2: Browse the Available Positions

Navigate through the available vacancies for 2026 and select the role that best fits your qualifications and career goals.

Step 3: Prepare Your Application

Ensure that your CV is up to date and tailored to the job role you are applying for. Highlight your relevant experience, skills, and qualifications.

Step 4: Submit Your Application

Follow the instructions provided on the website to submit your application. Include all necessary documents, such as your CV, cover letter, and any other required certifications.

Step 5: Await Feedback

Once your application has been submitted, the Sanlam Evagor BlueStar recruitment team will review your documents. If shortlisted, you will be contacted for further interviews or assessments.

Sanlam Evagor BlueStar is offering a range of exciting career opportunities for 2026 in various areas, from financial advising and wealth management to client services and risk compliance. If you have a passion for financial services and are looking to be part of a reputable and expanding company, Sanlam Evagor BlueStar may be the perfect place to take your career to the next level.

Explore the Sanlam Evagor BlueStar vacancies for 2026 today and take the first step towards a fulfilling career in the financial services industry. Visit the official Sanlam website at www.sanlam.co.za for more details and application instructions.