Financial Planner

2 weeks ago

Johannesburg, South Africa Envestpro Full time

Company Description Envestpro, established in 1998, is a leading financial advisory intermediary affiliated with Liberty, a part of the Standard Bank Group. Serving over 38,000 clients and managing assets exceeding 12 billion rands, Envestpro provides comprehensive financial planning services. With offices across major South African cities, including Johannesburg, Cape Town, and Durban, Envestpro supports over 300 financial advisors with cutting‑edge training and professional development. Recognized for excellence with numerous industry awards, the company strives to empower advisors and help clients build wealth through proven methodologies. Role Description This is an on‑site, full‑time position based in Johannesburg for a Financial Planner. The Financial Planner will be responsible for working with clients to assess their financial needs, develop tailored financial plans, and provide expert advice on wealth creation, retirement planning, and risk management. Additional responsibilities include maintaining positive client relationships, researching financial trends, and staying compliant with industry best practices and regulatory requirements. Qualifications Proficiency in Financial Planning, Personal Financial Planning, and Retirement Planning Certified Financial Planner accreditation or relevant certification preferred Strong knowledge and experience in Finance and investment strategies Excellent communication, interpersonal, and client relationship management skills Ability to analyze complex financial data and provide clear, actionable recommendations Bachelor's degree in Finance, Accounting, Economics, or a related field Experience working in the financial services sector, with a proven track record of success Seniority Level Entry level Employment Type Full-time Job Function Finance and Sales #J-18808-Ljbffr

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    4 weeks ago

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    2 weeks ago

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