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Port Elizabeth: Financial Adviser – Gqeberha posted by Envestpro

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Job Description

About the Role

Envestpro Gravitas is a trusted leader in delivering tailored financial solutions for individuals, families, and businesses. Our culture is rooted in a passion for helping clients navigate their financial journeys with confidence, providing them with expert guidance and a commitment to their financial well-being at every stage.

Key Responsibilities

  • Perform thorough financial evaluations to assess clients’ current financial standing, including detailed analyses of assets, liabilities, income sources, expenses, and long-term goals.
  • Develop and implement customized, advanced financial strategies covering areas such as investment management, retirement planning, tax optimization, education funding, and estate planning.
  • Provide actionable, high-impact financial advice focused on capital growth, risk management, liquidity optimization, and sustainable wealth creation.
  • Stay ahead of economic shifts, market trends, and regulatory changes to ensure financial plans remain adaptable, up-to-date, and goal-oriented.
  • Build and maintain strong, long-term client relationships through strategic advice, consistent communication, and regular performance reviews.

Requirements

  • An entrepreneurial mindset with a genuine interest in both business and personal finance
  • Strong interpersonal and communication skills, with the ability to establish lasting, meaningful client relationships
  • A self-starter, highly disciplined, and focused on achieving goals
  • Experience in financial services or sales is an advantage, but not required

Qualifications

Matric (Grade 12) essential

How to Apply

Click the green “Go Apply” button below to apply directly online with the employer.

About Accounting / Finance Jobs in Nelson Mandela Bay

In the Nelson Mandela Bay region, the accounting and finance industry is a significant contributor to the local economy, with various sectors requiring skilled professionals to manage their financial operations. Generally, this field is in demand, particularly among companies operating in the technology, manufacturing, and services sectors. As a result, job seekers can expect to find opportunities for career growth and development.

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Typically, salaries for accounting and finance positions in Nelson Mandela Bay fall within broad ranges. For example, entry-level roles may see salaries ranging from R300 000 to R500 000 per annum, depending on the company size and industry sector. More senior positions can command higher salaries, often between R800 000 and R1.5 million per annum. However, it is essential to note that these figures are general estimates and may vary significantly based on factors such as experience, qualifications, and specific job requirements.

Common skills for accounting and finance roles in Nelson Mandela Bay include proficiency in financial software, analytical skills, attention to detail, communication skills, business acumen, and knowledge of tax laws and regulations. Generally, a strong understanding of financial reporting, budgeting, and forecasting is also highly valued. Many employers require candidates to hold relevant qualifications, such as a Bachelor’s degree in Accounting or Finance.

The accounting and finance industry is prevalent across various sectors in Nelson Mandela Bay, including the technology industry, manufacturing sector, and services sector. Financial professionals can find opportunities with companies that operate in these areas, often working on financial planning, budgeting, and forecasting. Other common industries include logistics, healthcare, and tourism.

For those interested in pursuing a career in accounting and finance, there are various development opportunities available. Many employers invest in professional development programs, which provide training and certification opportunities. Typically, career progression paths involve moving from entry-level roles to senior positions, with potential for advancement to leadership roles or specialized areas such as financial planning or risk management.

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This information provides general career guidance. Actual salaries and requirements vary by employer.



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