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Financial Advisor

Pretoria
Salary: R10 000.00 - R100 000.00 Per Month (Negotiable)
Job Type: Permanent
Sectors: Insurance Investment Finance
Benefits: Medical Aid Pension Bonus Training Parking
Reference: R225D0882T

Apply before Jun 08 2025 | 47 Days left

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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.

Key Responsibilities

Conduct in-depth financial assessments to evaluate clients’ current financial position, including a comprehensive analysis of assets, liabilities, income streams, expenditures, and long-term objectives.
Design and execute sophisticated, tailored financial strategies encompassing investment management, retirement planning, tax optimization, education funding, and estate structuring.
Deliver high-impact financial recommendations focused on capital growth, risk mitigation, liquidity management, and sustainable wealth accumulation.
Proactively monitor economic trends, market fluctuations, and regulatory developments to ensure financial plans remain agile, relevant, and results-driven.
Cultivate and manage enduring client relationships through strategic consultation, value-driven communication, and consistent performance reviews.
Maintain expert-level knowledge of financial markets, tax legislation, regulatory frameworks, and emerging investment vehicles to provide forward-thinking, data-backed advisory.
Collaborate cross-functionally with internal experts—including tax advisors, portfolio managers, and legal consultants—to deliver fully integrated, high-value financial solutions aligned with client goals

Candidate Requirements

What We’re Looking For

We’re on the hunt for ambitious, business-minded individuals who are ready to take ownership of their future. If you're passionate about finance, driven by results, and excited by the idea of building your own advisory practice, we want to hear from you.

Ideal Candidate Profile:

A strong entrepreneurial spirit and a genuine interest in business and personal finance
Excellent interpersonal and communication skills, with the ability to build lasting client relationships
Self-motivated, disciplined, and goal-oriented
A team player who thrives in a high-performance environment
Previous experience in financial services or sales is beneficial, but not essential
A relevant degree in finance, business, economics, or a related field will be advantageous

We’re looking for people who want more than just a job — individuals who are ready to create real impact, enjoy professional growth, and be part of a dynamic and supportive team.

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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!