Financial Planner

Johannesburg, Gauteng
Permanent
Full-time

2 days ago

Are you an ambitious, entrepreneurial-minded individual passionate about financial planning and helping clients achieve their financial goals?As Envestpro we value individuals with strong networks, analytical skills, and a commitment to client satisfaction. If you're excited about the opportunity to build a successful financial practice, wed love to hear from you!Note: We welcome individuals who are new to the financial advisory field, as we offer comprehensive training and the infrastructure to help you build a successful business.Key Responsibilities:

Provide customized financial advice tailored to clients needs and goals
Build and maintain a strong client base through proactive prospecting and relationship management
Analyze financial data to recommend suitable products and strategies
Offer a wide range of financial services, including insurance, investments, and savings solutions
Establish trust with clients through continuous engagement, ensuring satisfaction and growth
Adhere to industry standards and regulations for ethical and compliant practices
Participate in regular training and development to enhance your skills

Minimum Requirements:

Matric (National Senior Certificate) tertiary qualification preferred but not essential
South African ID
Valid drivers license and reliable personal transport
Clear credit record
Clean criminal background
Tax number in good standing

Experience & Skills:

Financial stability (minimal debt exposure preferred)
Proven reliability and integrity
Experience in sales or target-driven roles
For experienced candidates: Relevant RE accreditation, NQF Level 5 (120 credits), and FSB-approved qualifications
Entrepreneurial mindset preference for commission-based income structures
Established network or strong prospecting ability
Excellent analytical and problem-solving skills
Strong numeracy and data interpretation abilities
Ability to influence, present confidently, and engage clients meaningfully
Skilled in planning, organizing, and setting personal performance goals
Motivated to grow in a supportive environment
Resilience and adaptability to thrive in a competitive industry
Strong drive for autonomy and success in building a financial advisory practice
Support from a personal network (e.g., family support)

Note: We provide extensive training and support to individuals new to the financial advisory field.Why Join Envestpro Fourways?

Access to comprehensive training, resources, and marketing support
Affiliation with Liberty and Envestpro industry leaders with a proven track record
High earning potential with competitive commission structures
Wide range of financial products and services to offer clients
Collaborative work environment with opportunities for growth and career advancement

Join Envestpro Fourways today and make a significant impact by helping clients secure their financial future while building a rewarding career for yourself.

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