Financial Advisor | Cape Town

Century City
Salary: Market Related
Commission: 100%
Job Type: Permanent
Sectors: Insurance Sales Consulting
Benefits: Pension Training Parking
Reference: 2026 - January
Employment Equity Position

Apply before Mar 06 2026 | 56 Days left

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Vacancy Details

Employer: Envestpro

Build your own professional client base and develop long-term advisory relationships
Meet with clients to understand their goals and create tailored financial plans
Educate clients on investments, risk planning, and wealth creation strategies
Present financial solutions confidently and professionally
Generate new business through networking, referrals, and proactive prospecting
Manage and grow client portfolios over time to build recurring income
Deliver an exceptional client experience that drives trust and referrals
Take ownership of your performance, activity levels, and results
Complete all required documentation accurately and compliantly
Participate in structured training, coaching, and development programs
Stay informed on products, markets, and regulatory requirements

Represent the firm with professionalism, integrity, and confidence

Required Skills

Business Development
Customer Service
Sales

Candidate Requirements

Strong ambition and a genuine desire to build a long-term career in financial services
Entrepreneurial mindset with the discipline to work independently and manage your own time
Resilience, perseverance, and the ability to stay motivated in a performance-based environment
Confident communicator with the ability to build trust and rapport with clients
Professional presence, high personal standards, and strong ethical values
Willingness to learn, be coached, and continuously develop professionally
Comfortable with prospecting, networking, and self-generated business
Goal-driven with a strong sense of personal accountability
Relevant tertiary qualification completed or in progress (advantageous)
FAIS-compliant or willing to become FAIS-compliant
RE5 / RE1 qualification (advantageous or willingness to obtain)
Clear criminal and credit record (mandatory)
Valid South African ID and driver’s licence

Based in Cape Town or willing to relocate

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About Envestpro

Envestpro was established in 1998 as a tied advisory intermediary business. Envestpro serves clients through the recruitment of talented individuals and empowering them into building successful financial planning practice.

Envestpro has grown from a single person business in 1998 to, now in 2022, serving over 285 financial Advisors across South Africa. Envestpro has 2 Office centres in Johannesburg namely Midrand and Fourways. Envestpro also has 2 offices in Pretoria East. Our Coastal offices are in Durban, Gqeberha (PE) and Cape Town. We also have presence in Umthata and other outlying areas.

Through our intermediary force we now serve over 38,000 clients and are responsible for intermediating over 12 Billion rand in clients assets. Our End-to-End financial service ensures that we take care of all our clients’ financial needs under one roof. Our services include Wills and Estate Planning, Short and Long Term Investing, Retirement and Legacy Planning, Family Protection, Health and Medical Planning, Short Term Insurance and Solutions for Business including Corporate Benefits, Commercial Insurance and Business Continuity Planning. These services are underpinned by a dedicated team of support staff who strive to deliver exceptional services. Our differentiator is not only our service offering but also our Training and Development.

Envestpro is focused on empowering our advisory force through best in industry training and continuous development. We are able to take complex knowledge and distil it into easy-to-understand methodologies that have been proven to help clients create wealth. Our Envestpro Client Strategy© methodology has helped Envestpro to become one of the largest Tied Intermediary forces in South Africa. Most of our existing and new Financial Advisors have achieved double digit growth continuously over long periods of time. Envestpro Advisors are continuously winning awards and outperforming many their peer group advisors. Our commercial success is underpinned by our Purpose statement of “Changing Lives”. We believe that good people make good advisors. Our culture and values are more important to us than commercial success. We are very proud and protective of our culture. We are truly driven by the desire to change our advisors, employees and clients lives for the better. We are proud to provide an environment of Integrity, Purpose, Positivity and Success.

Looking for something more than just a job? Join our established team and experience a brighter life!