Financial Planner

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

Seniority level

Entry level

Employment type

Full-time

Job function

Finance and Sales

Referrals increase your chances of interviewing at Envestpro by 2x.

Get notified about new Financial Planner jobs in Johannesburg, Gauteng, South Africa.

#J-

#J-18808-Ljbffr