Port Elizabeth: Financial Adviser | Port Elizabeth posted by Envestpro

April 28, 2026 Jobs in Eastern Cape Central

Envestpro

Nelson Mandela Bay

Accounting / Finance

Job Description

About the Role

As a Financial Adviser at Envestpro, you will have the opportunity to build a professional client base and develop long-term advisory relationships. You will work closely with clients to understand their goals and create tailored financial plans, educating them on investments, risk planning, and wealth creation strategies. With a strong ambition to build a long-term career in financial services, you will be expected to generate new business through networking, referrals, and proactive prospecting.

Key Responsibilities

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

Requirements

Relevant tertiary qualification completed or in progress (advantageous)
FAIS-compliant or willing to become FAIS-compliant
RE5 / RE1 qualification (advantageous or willingness to obtain)

Qualifications

(No qualifications mentioned in the original job description)

Salary & Benefits

(No salary information provided in the original job description, skipping this section)

Additional Requirements

Valid South African ID and drivers licence
Clear criminal and credit record (mandatory)
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

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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.

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.

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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.

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

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