Financial Planner Job at Envestpro Limited … See details on how to apply for the opportunities available at Envestpro Limited.
Vacancy Details
Summary of Role:
Invest time in your career today to excel as a Financial Planner at Envestpro, an affiliate of Liberty Life – one of South Africa’s leading financial service providers.
Financial Planning has always been a rewarding career opportunity and is ideal for individuals with a strong entrepreneurial mindset and discipline.
Envestpro offers you training and continuous business development support, helping you, from day one, to establish a rewarding career in financial planning. The role of a Financial Planner is to help your clients identify and obtain specific financial goals and objectives, through proper management of their financial resources.
Financial Planners consider the following needs of their clients:
- Financial Goals
- Emergency funds
- Risk cover
- Income protection
- Budget and cash flow planning
- Insurance coverage
- Debt management plan
- Wills and Estate planning
- Retirement plan
- Medical aid cover
Envestpro offers:
- A structured, proactive training program.
- Accreditation and licensing by the Financial Sector Conduct Authority
- On-going business development support by a network of proficient professionals committed to helping you succeed and establish a successful and professional career in the finance industry.
- An opportunity to work for yourself and manage your own business, with flexibility
- We provide you with the means to create the future you want
Required Skills:
- New Business Development
- Sales
- Business Networking
- Client Prospecting
- Entrepreneurial Startups
- Resilience
- Wealth Preservation Planning
Candidate Requirements:
Personal attributes of a successful Financial Planner
- Entrepreneurial mindset
- Critical thinker
- Track record of success
- Solutions driven
- Learning ability
- Action and goal oriented
- Client networking
- Determined
- Resilience
- Persuasiveness
Minimum entry requirements
- South African citizen
- Matric – Grade 12
- Own reliable motor vehicle
- Clear ITC & criminal record
- Own laptop
- Strong Network
To Apply
Application Deadline: August 11 2023