Financial Planner / Business Owner

Durban
Salary: Market Related
Job Type: Permanent
Sectors: Investment Sales Finance
Reference: 2120474

Apply before Jan 24 2025 | 61 Days left

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Vacancy Details

Employer: Envestpro

Fuel Your Entrepreneurial Journey: Transform into a Financial Advisor with Envestpro.

Are you ready to turn your business mindset into a rewarding career in finance? Seeking a path that combines your passion for business with the opportunity to guide others toward financial success? Join us as an Entrepreneurial Financial Advisor and embark on a journey where every day is an adventure in innovation and empowerment.

About Us: Envestpro is more than just a financial services firm; we're a community of entrepreneurs dedicated to helping each other thrive. Our mission is to empower individuals at every stage of their professional journey to achieve financial greatness.

Key Responsibilities: As a Financial Planner, you will:

Draw on your entrepreneurial spirit to connect with clients on a personal level, understanding their unique financial goals and challenges.
Craft tailored financial strategies that empower individuals to navigate the complexities of financial planning with confidence and clarity.
Serve as a trusted advisor, guiding clients through wealth management, investment planning, and strategic decision-making to fuel their goals and dreams.
Stay ahead of market trends and industry shifts, sharing your insights and expertise to help clients seize opportunities and mitigate risks.

Candidate Requirements

Qualifications:

A passion for business and/or finance and a deep understanding of the challenges and rewards of building a business.
Strong communication skills and the ability to build trust and rapport with clients from diverse backgrounds.
Previous experience in financial advisory roles is beneficial but not essential; we welcome driven individuals with a hunger for learning and growth.
Entrepreneurial mindset and a commitment to excellence in everything you do.

Why Join Us:

Community: Join a supportive community of like-minded individuals who are passionate about making a difference.
Flexibility: Enjoy the flexibility to chart your own course and tailor your approach to meet the needs of your clients.
Training and Development: Access comprehensive training and ongoing support to help you succeed and grow in your role.
Rewards and Recognition: Benefit from competitive compensation, performance-based incentives, and opportunities for advancement as you make your mark in the world of finance.

Join us in shaping the future of finance and empowering individuals to reach new heights of success!

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About Envestpro

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 285 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.

Through our intermediary force we now serve over 38,000 clients and are responsible for intermediating over 12 Billion rand in clients assets. Our End-to-End financial service ensures that we take care of all our clients’ financial needs under one roof. Our services include Wills and Estate Planning, Short and Long Term Investing, Retirement and Legacy Planning, Family Protection, Health and Medical Planning, Short Term Insurance and Solutions for Business including Corporate Benefits, Commercial Insurance and Business Continuity Planning. These services are underpinned by a dedicated team of support staff who strive to deliver exceptional services. Our differentiator is not only our service offering but also our Training and Development.

Envestpro is focused on empowering our advisory force through best in industry training and continuous development. We are able to take complex knowledge and distil it into easy-to-understand methodologies that have been proven to help clients create wealth. Our Envestpro Client Strategy© methodology has helped Envestpro to become one of the largest Tied Intermediary forces in South Africa. Most of our existing and new Financial Advisors have achieved double digit growth continuously over long periods of time. Envestpro Advisors are continuously winning awards and outperforming many their peer group advisors. Our commercial success is underpinned by our Purpose statement of “Changing Lives”. We believe that good people make good advisors. Our culture and values are more important to us than commercial success. We are very proud and protective of our culture. We are truly driven by the desire to change our advisors, employees and clients lives for the better. We are proud to provide an environment of Integrity, Purpose, Positivity and Success.

Looking for something more than just a job? Join our established team and experience a brighter life!