- Umhlanga
- Salary: Market Related
- Job Type: Permanent
- Sectors: Business Management Investment Finance
- Reference: SB - 1
Vacancy Details
Employer: Envestpro
Kick Off a New Career: Become a Financial Planner!
Are you driven by the thrill of achieving goals and leading others to success? If you’re ready to channel your competitive spirit and teamwork skills into a new arena, we have an exciting opportunity for you!
About Us:
At Envestpro, we’re committed to helping individuals take charge of their financial futures. We create customized strategies that empower people to reach their personal and professional aspirations with confidence.
Why This Role is a Great Fit for You:
- Drive Results: Just like in sports, you’ll be setting and achieving goals, guiding clients through their financial journeys with the same determination and strategy you bring to the field.
- Team-Oriented: Use your ability to collaborate and communicate effectively to build strong client relationships and craft tailored financial plans.
- Personal Growth: This role offers an exciting opportunity to leverage your competitive edge and strategic mindset in a new and rewarding field.
Key Responsibilities:
- Develop and maintain strong relationships with clients, understanding their financial goals and objectives.
- Create customized financial plans that align with clients’ aspirations and needs.
- Provide expert advice on investment strategies, retirement planning, and risk management.
- Educate clients on financial best practices and guide them through decision-making processes.
- Monitor client progress and adjust plans to ensure they stay on track toward their goals.
Candidate Requirements
What We’re Looking For:
- Strong interpersonal skills with a passion for helping others succeed.
- Proven ability to motivate and guide individuals through complex scenarios.
- Detail-oriented with excellent analytical and problem-solving skills.
- A proactive and results-focused mindset, eager to exceed expectations.
- Previous experience in team-focused or client-facing roles is a plus, but not required.
Why Join Us:
- Supportive Environment: Receive comprehensive training and ongoing support to excel in your new role.
- Flexible Schedule: Enjoy a work-life balance that fits your lifestyle and commitments.
- Competitive Compensation: Industry-leading remuneration structure and performance-based incentives.
If you’re ready to bring your competitive spirit and teamwork skills to a new career and make a meaningful impact, we’d love to hear from you!
1 person has applied for this job. 114 people have viewed this job.
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!
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