- West Rand
- Salary: Market Related
- Job Type: Permanent
- Sectors: Investment Sales Finance
- Reference: FP1
Vacancy Details
Employer: Envestpro
- Financial Goals
- Emergency funds
- Investment Management
- Corporate Benefits
- Risk cover
- Income protection
- Budget and cash flow planning
- Insurance coverage
- Short Term Insurance
- Debt management plan
- Wills and Estate planning
- Retirement plan
- Medical aid cover
- Full training
- Ongoing one on one coaching sessions, providing you with unlimited support and business development/consulting
Envestpro is all about Changing Lives and living a life less lived. We assist you from the day one to build a career for yourself in the financial services sector. This career is suitable for an individual who has discipline, good with people and who wants to achieve long-lasting success and fulfillment.
The role of a Financial Planner is to help your clients identify and obtain specific financial goals and objectives through proper management of their financial resources.
Financial Planners at Envestpro consider the following for their clients through our ecosystem of products and services:
To help you kick start and build your career, you get:
Candidate Requirements
Minimum entry requirements
· South African citizen
· Matric - Grade 12
· Own reliable motor vehicle
· Clear ITC & criminal record
· Own laptop
8 people have applied for this job. 349 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 240 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 35,000 clients and are responsible for intermediating over 5 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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