Financial Planner

Envestpro; Johannesburg; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A prominent advisory intermediary business is seeking an entry-level Financial Planner in Johannesburg, Gauteng. The role involves providing personalized financial planning services, assessing clients' financial needs, and developing tailored financial plans. Ideal candidates should have a bachelor's degree in finance and strong communication, analytical, and problem-solving skills. This position offers a full-time employment opportunity in the finance and sales sector.

Qualifications

• Experience in finance and retirement planning.
• Knowledge of South African financial regulations and compliance is a plus.

Responsibilities

• Provide personalized financial planning services.
• Assess clients' financial needs and develop tailored financial plans.
• Provide ongoing financial advice and support.

Skills

Communication skills

Analytical skills

Problem-solving abilities

Education

Bachelor's degree in finance or a related field

Job description

Established in

• , 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, 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

• 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

Seniority level

Entry level

Employment type

Full-time

Job function

Finance and Sales

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