- Pretoria
- Salary: R10 000.00 - R100 000.00 Per Month (Negotiable)
- Job Type: Permanent
- Sectors: Banking Business Management Consulting
- Benefits: Medical Aid Pension Bonus Training Parking
- Reference: 2250880
Vacancy Details
Employer: Envestpro
About Us:
Envestpro is a trusted leader in providing comprehensive financial solutions to individuals, families, and businesses. We pride ourselves on fostering lasting relationships and helping our clients achieve financial security and success.
Position Summary:
We are seeking a skilled and motivated Financial Planner to join our team. In this role, you will collaborate with clients to understand their financial goals and develop customized strategies to achieve them. This position is ideal for someone with a passion for financial planning, exceptional communication skills, and a desire to make a positive impact on people’s lives.
Candidate Requirements
Key Responsibilities:
- Assess clients’ current financial situation, including assets, liabilities, income, and expenses.
- Develop and implement personalized financial plans covering investments, retirement, tax, education, and estate planning.
- Provide recommendations on budgeting, saving, and wealth-building strategies.
- Monitor and adjust financial plans in response to market changes and client needs.
- Build and maintain long-term relationships with clients by providing excellent customer service and regular follow-ups.
- Stay up-to-date on financial trends, tax laws, and investment opportunities to offer the best advice to clients.
- Collaborate with internal teams, including tax advisors and investment specialists, to deliver comprehensive solutions.
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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!
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