Financial Planner

Description:

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

Requirements:

• 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

• 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

• 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

• 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

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.