Financial Advisor | Client Advisory & Wealth Planning

Century City
Salary: Market Related
Job Type: Permanent
Sectors: Insurance Investment Finance
Benefits: Pension Training Parking Life cover, funeral benefits
Reference: 2026 - January.2
Employment Equity Position

Apply before Feb 15 2026 | 37 Days left

Apply

Vacancy Details

Employer: Envestpro

The Financial Advisor role is a permanent, full-time position suited to individuals with 2–3 years of full-time work experience who are looking to build a long-term career in financial services.

This role is not suitable for school leavers or first-time job seekers.
No prior financial services experience is required – full training and mentorship are provided.

At Envestpro, we believe in changing lives through financial planning – for our clients and our advisors. We are committed to developing driven, entrepreneurial professionals who want to build sustainable careers within the financial services industry.

You will work in a performance-driven yet supportive environment where growth, accountability, and development are prioritised. Our leaders are accessible and invested in your success, providing structured training, mentorship, and ongoing support as you grow your practice.

Candidate Requirements

As a Financial Advisor, your purpose is to build trust and long-term relationships with clients by understanding their financial goals and providing appropriate, compliant financial solutions.

You will do impactful work by empowering clients to make informed financial decisions. Through training and hands-on experience, you will develop a strong understanding of financial planning, investments, and risk solutions, and learn how to confidently communicate these to clients.

Job Responsibilities

Build and maintain long-term, trusted client relationships
Conduct professional client meetings (face-to-face and virtual)
Identify client needs and provide tailored financial planning solutions
Educate clients on investments, risk planning, and long-term wealth creation
Grow your own client base through referrals, networking, and prospecting
Take end-to-end ownership of client engagements and maintain accurate records
Ensure adherence to FAIS and regulatory compliance requirements
Actively participate in ongoing training, coaching, and development initiatives

Skills and Competencies

Highly performance-driven and motivated by results
Resilient, self-disciplined, and able to work in a target-driven environment
Strong interpersonal, verbal, and written communication skills
Empathetic and client-focused approach
Ability to handle complexity, problem-solve, and make sound decisions
High levels of professionalism, accountability, and integrity
Genuine passion for people and building long-term relationships

Qualifications / Requirements

Matric (Grade 12) – essential
2–3 years of full-time work experience (any industry)
Valid South African ID
Valid driver’s licence and own reliable car
Own laptop
Willingness to undergo credit, criminal, and background checks
Tertiary qualification advantageous but not required

Apply

3 people have applied for this job. 125 people have viewed this job.

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!

More Jobs at Envestpro

Financial Advisor | Cape Town

Century City
Job Type: Permanent
Posted 05 Jan 2026 | 56 Days left