Financial Planner / Business Owner

Envestpro; Umhlanga Rocks; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial services company in South Africa is seeking motivated individuals for the role of Financial Planner. This role offers the opportunity to help clients plan for their financial futures while building your own client portfolio. Candidates with a passion for finance and strong communication skills are encouraged to apply. The position provides comprehensive training, uncapped earning potential through commission, and a collaborative environment to thrive in. If you're driven to succeed and make a difference, consider joining us.

Benefits

Comprehensive Training & Mentorship

Uncapped Earning Potential

Collaborative Environment

Qualifications

• A passion for people, finance, and personal growth.
• Commitment to excellence.
• Previous financial or business experience beneficial but not essential.

Responsibilities

• Build and maintain strong, lasting relationships with clients.
• Develop personalized financial strategies.
• Provide guidance across financial planning and investment strategies.

Skills

Strong communication and relationship‑building skills

Self‑motivated

Entrepreneurial mindset

Job description

Financial Planner Opportunity at Envestpro

Build a Career That Changes Lives

Are you ready to take control of your future and build a career where you can make a real difference? At Envestpro, we’re looking for motivated, business-minded individuals to join our team as Financial Planners.

This opportunity is ideal for those who are passionate about people, driven to succeed, and eager to grow personally and professionally.

About the Role:

As a Financial Planner, you’ll have the opportunity to help individuals and families plan for their financial future while creating long-term success for yourself. You’ll receive the training, tools, and support needed to build and manage your own client portfolio within a professional, collaborative environment.

Key Responsibilities:

• Build and maintain strong, lasting relationships with clients through trust and understanding.
• Develop personalized financial strategies that help clients achieve their goals and manage their wealth effectively.
• Provide guidance across financial planning, investment strategies, and risk management.
• Stay informed about market and industry developments to offer the best possible advice and solutions.
• Manage your practice with professionalism, integrity, and a focus on long‑term success.

What We Offer:

• Comprehensive Training & Mentorship: Learn from experienced professionals and develop the skills needed to excel in your career.
• Uncapped Earning Potential: A commission‑based structure that rewards performance and allows you to build a strong, lasting passive income stream as your client base grows.
• Growth & Autonomy: The freedom to build your own business within a supportive, entrepreneurial framework.
• Collaborative Environment: Join a community of like‑minded professionals who share knowledge, celebrate success, and work together toward our mission of Changing Lives.
• Purpose & Impact: Help clients secure their financial well‑being and achieve their dreams — while building a meaningful and fulfilling career for yourself.

What We’re Looking For:

• A passion for people, finance, and personal growth.
• Strong communication and relationship‑building skills.
• Self‑motivated, disciplined, and driven to achieve results.
• Entrepreneurial mindset with a commitment to excellence.
• Previous financial or business experience is beneficial but not essential — full training is provided.

At Envestpro, we don’t just build advisors — we build entrepreneurs with purpose. If you’re ready to start a career that challenges, rewards, and inspires, we’d love to hear from you.