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Financial Planner

Employer
Envestpro
Location
West Rand West Rand, Gauteng Gauteng, South Africa
Salary
Competitive
Closing date
Sep 25, 2024
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Job Role
Other
Sector
Finance
Contract Type
Permanent
Hours
Full Time
About Envestpro

Envestpro operates nationally. Weve got multiple offices located in Gauteng, Kwa- Zulu Natal, Western Cape, and Eastern Cape.

The company has grown from a one-person business in 1998 to now in 2024 housing over 250 Financial Advisors in South Africa.

Were a passionate and dedicated team, on the hunt for aspiring, driven Financial Advisors to join our 300 culture, to deliver first- class financial planning solutions to our clients across South Africa.

Perks & Benefits
  • Five weeks comprehensive on- boarding training
  • Continuous mentorship and coaching sessions
  • Two years supervision
  • Accreditation assistance
  • Group risk and retirement cover
  • Flexible working hours


Responsibilities
  • Conducting financial analysis and creating personalized plans for clients
  • Providing expert advice on investments, retirement, estate planning, and more
  • Building and maintaining strong relationships with clients to understand their needs and goals
  • Staying up-to-date with industry trends and regulations to ensure best practices
  • Collaborating with a team of professionals to deliver comprehensive financial solutions


Requirements
  • South African I.D
  • Matric certificate
  • Own motor vehicle
  • Drivers licence
  • Laptop
  • Clear ITC and criminal records

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