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North Johannesburg: Financial Planner posted by Envestpro

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Job Description

About the Role

Are you an ambitious, entrepreneurial-minded individual passionate about financial planning and helping clients achieve their financial goals? As Envestpro, we value individuals with strong networks, analytical skills, and a commitment to client satisfaction. We welcome individuals who are new to the financial advisory field, as we offer comprehensive training and infrastructure to help you build a successful business.

Key Responsibilities

  • Provide customized financial advice tailored to clients’ needs and goals
  • Build and maintain a strong client base through proactive prospecting and relationship management
  • Analyze financial data to recommend suitable products and strategies
  • Offer a wide range of financial services, including insurance, investments, and savings solutions
  • Establish trust with clients through continuous engagement, ensuring satisfaction and growth
  • Adhere to industry standards and regulations for ethical and compliant practices
  • Participate in regular training and development to enhance skills

Requirements

  • Matric (National Senior Certificate)
  • Tertiary qualification preferred but not essential
  • South African ID
  • Valid drivers license and reliable personal transport
  • Clear credit record
  • Clean criminal background
  • Tax number in good standing

Qualifications

  • None mentioned

Salary & Benefits

  • Competitive commission structures with high earning potential
  • Access to comprehensive training, resources, and marketing support
  • Affiliation with Liberty and Envestpro industry leaders with a proven track record
  • Wide range of financial products and services to offer clients
  • Collaborative work environment with opportunities for growth and career advancement

How to Apply

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

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About Accounting / Finance Jobs in Johannesburg

When it comes to the accounting and finance sector in Johannesburg, South Africa, typically, this field is considered a stable and secure area for job seekers. The demand for skilled professionals in this space remains strong due to the country’s growing economy and increasing complexity of financial regulations. As a result, common job opportunities can be found across various industries.

In terms of salary expectations, it is generally true that accounting and finance professionals in Johannesburg can expect broad ranges that vary depending on factors such as experience, company size, industry sector, and specific role within the organisation. For example, entry-level positions may start at around R200 000 to R300 000 per annum, while senior roles can range from R500 000 to over R1 million per year, depending on individual qualifications, performance, and industry norms.

To succeed in this field, common skills are typically required, including strong technical knowledge of accounting principles, financial analysis, and problem-solving abilities. Soft skills such as communication, teamwork, and time management are also essential for professionals working in this space. Other valuable skills include proficiency in accounting software, data analysis, and business acumen. It’s worth noting that experience, particularly with reputable firms or industries like the technology sector, can significantly impact salary expectations.

The finance and accounting industry is diverse, with various sectors employing these roles, such as financial services, technology, manufacturing, and more. Financial services sector often employs accountants to assist with compliance and risk management, while the technology industry may require professionals to work on financial planning, budgeting, and forecasting.

For career development, it’s common for accounting and finance professionals to start in entry-level positions before moving into specialist roles or leadership positions within their organisation. Opportunities for advancement can also be found through professional certifications such as CA (South Africa) or CIMA (Chartered Institute of Management Accountants), which demonstrate expertise and commitment to the field. Additionally, many firms offer training and development programs that support career progression and specialisation in specific areas, such as audit, taxation, or financial planning.

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



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