Financial Planner

Johannesburg North
Salary: Market Related (Negotiable)
Commission: Unlimited
Job Type: Permanent
Sectors: Insurance Investment Sales
Benefits: Medical Aid Pension Training
Reference: copy-ENVFOUR-03

Apply before Jun 03 2025 | 56 Days left

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Vacancy Details

Employer: Envestpro

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, we’d 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

Candidate Requirements

Minimum Requirements:

Matric (National Senior Certificate) – tertiary qualification preferred but not essential
South African ID
Valid driver’s 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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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!