Envestpro Limited Current Job Opportunity – Apply Now!

Envestpro was established in 1998 as a tied advisory intermediary business. Envestpro serves clients through the recruitment of talented individuals and empowering them into building successful financial planning practice. Envestpro has grown from a single person business in 1998 to, now in 2022, serving over 240 financial Advisors across South Africa. Envestpro has 2 Office centres in Johannesburg namely Midrand and Fourways. Envestpro also has 2 offices in Pretoria East. Our Coastal offices are in Durban, Gqeberha (PE) and Cape Town. We also have presence in Umthata and other outlying areas.

 

 

 

 

Job Title: Financial Planner
Location: Gauteng
Salary: Market Related
Job Type: Permanent
Sectors: Business Management, Investment Finance
Reference: FP007

 

Vacancy Details

Summary of Role:

Invest time in your career today to excel as a Financial Planner at Envestpro, an affiliate of Liberty Life – one of South Africa’s leading financial service providers.

Financial Planning has always been a rewarding career opportunity and is ideal for individuals with a strong entrepreneurial mindset and discipline.

Envestpro offers you training and continuous business development support, helping you, from day one, to establish a rewarding career in financial planning. The role of a Financial Planner is to help your clients identify and obtain specific financial goals and objectives, through proper management of their financial resources.

 

Financial Planners consider the following needs of their clients:

• Financial Goals
• Emergency funds
• Risk cover
• Income protection
• Budget and cash flow planning
• Insurance coverage
• Debt management plan
• Wills and Estate planning
• Retirement plan
• Medical aid cover

 

Envestpro offers:

• A structured, proactive training program.
• Accreditation and licensing by the Financial Sector Conduct Authority
• On-going business development support by a network of proficient professionals committed to helping you succeed and establish a successful and professional career in the finance industry.
• An opportunity to work for yourself and manage your own business, with flexibility
• We provide you with the means to create the future you want

 

Required Skills:

• New Business Development
• Sales
• Business Networking
• Client Prospecting
• Entrepreneurial Startups
• Resilience
• Wealth Preservation Planning

Candidate Requirements:

Personal attributes of a successful Financial Planner

• Entrepreneurial mindset
• Critical thinker
• Track record of success
• Solutions driven
• Learning ability
• Action and goal oriented
• Client networking
• Determined
• Resilience
• Persuasiveness

 

Minimum entry requirements

• South African citizen
• Matric – Grade 12
• Own reliable motor vehicle
• Clear ITC & criminal record
• Own laptop
• Strong Network

 

To Apply

Click Here!

Application Deadline: August 11 2023

This opportunity is aimed at individuals who are comfortable traveling to Fourways, Johannesburg, or individuals wanting to relocate to this vicinity. Please be advised that should you not be contacted within 30 days, kindly consider your application to be unsuccessful.