Financial Planner

19 hours ago

Johannesburg, Gauteng, South Africa Envestpro Full time

Company Description

Established in 1998, Envestpro is a prominent advisory intermediary business with a mission to empower financial advisors to build successful practices. With a presence across South Africa, including major cities like Johannesburg and Durban, Envestpro serves over 38,000 clients and intermediates more than 12 billion rands in assets. The company is committed to delivering end-to-end financial services and exceptional client support. Envestpro's dedication to advisor development and client service has earned multiple accolades from the Liberty Group.

Role Description

The Financial Planner will be responsible for providing personalized financial planning services, including retirement planning and wealth management. Day-to-day tasks include assessing clients' financial needs, developing tailored financial plans, and providing ongoing financial advice and support. The Financial Planner will work closely with clients to help them achieve their financial goals and ensure their long-term financial security.

Qualifications

  • Financial Planning, Personal Financial Planning skills
  • Certified Financial Planner certification
  • Experience in Finance and Retirement Planning
  • Excellent communication and interpersonal skills
  • Strong analytical and problem-solving abilities
  • Ability to work independently and as part of a team
  • Bachelor's degree in Finance or a related field is preferred
  • Knowledge of South African financial regulations and compliance is a plus

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