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Port Elizabeth: Financial Adviser | Client Advisory & Wealth Planning posted by Envestpro

Job Description

About the Role

The Financial Adviser role is a permanent, full-time position suited to individuals with 23 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. 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.

Key Responsibilities

  • Provide comprehensive financial advisory services to clients
  • Develop and implement individualised wealth plans for clients
  • Conduct financial planning sessions with clients
  • Analyse client data and provide recommendations
  • Maintain accurate records of client interactions

Requirements

  • Matric / Grade 12
  • Strong communication skills and professionalism
  • High-drive, self-managed work ethic
  • Resilience, consistency, and ambition
  • Ability to work independently and as part of a team

Qualifications

  • Finance or business qualification (advantageous)

Salary & Benefits

  • Competitive salary package (details not specified)

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.

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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Posted in Jobs in Eastern Cape Central, Jobs in Nelson Mandela Bay, Jobs in Port Elizabeth

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