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Financial Adviser | Client Advisory & Wealth Planning

Port Elizabeth
Salary: Market Related
Job Type: Permanent
Sectors: Business Management Insurance Investment
Benefits: Pension Training Parking
Reference: 2338575
Employment Equity Position

Apply before Apr 10 2026 | 59 Days left

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Vacancy Details

Employer: Envestpro

The Financial Adviser role is a permanent, full-time position suited to individuals with 2–3 years of 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 advisers. 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.

Required Skills

Business Management
Client Relationship Management Experience

Candidate Requirements

We don’t hire CVs. We develop people.

You’ll need:

• Matric / Grade 12 (a finance or business qualification is an advantage)

• Your own laptop and reliable transport

• Strong communication skills and professionalism

• A high-drive, self-managed work ethic

• A genuine interest in people and long-term success

• Resilience, consistency, and ambition

This is not employment. It’s ownership.

You’re building a professional practice, supported by a firm that’s spent nearly three decades developing top advisors.

If you’re ready for a career where effort equals outcome, and where your work genuinely changes lives; we want to meet you.

Apply now and start building a future that pays you for your potential.

Apply

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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!