Financial Planner
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
Responsibilities
Requirements
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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