Description:
The Financial Advisor role is a permanent, full-time position suited to individuals with 2–3 years of full-time 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 advisors. 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.
Requirements:
As a Financial Advisor, your purpose is to build trust and long-term relationships with clients by understanding their financial goals and providing appropriate, compliant financial solutions.
You will do impactful work by empowering clients to make informed financial decisions. Through training and hands-on experience, you will develop a strong understanding of financial planning, investments, and risk solutions, and learn how to confidently communicate these to clients.
Job Responsibilities
-
Build and maintain long-term, trusted client relationships
-
Conduct professional client meetings (face-to-face and virtual)
-
Identify client needs and provide tailored financial planning solutions
-
Educate clients on investments, risk planning, and long-term wealth creation
-
Grow your own client base through referrals, networking, and prospecting
-
Take end-to-end ownership of client engagements and maintain accurate records
-
Ensure adherence to FAIS and regulatory compliance requirements
-
Actively participate in ongoing training, coaching, and development initiatives
Skills and Competencies
-
Highly performance-driven and motivated by results
-
Resilient, self-disciplined, and able to work in a target-driven environment
-
Strong interpersonal, verbal, and written communication skills
-
Empathetic and client-focused approach
-
Ability to handle complexity, problem-solve, and make sound decisions
-
High levels of professionalism, accountability, and integrity
-
Genuine passion for people and building long-term relationships
Qualifications / Requirements
-
Matric (Grade 12) – essential
-
2–3 years of full-time work experience (any industry)
-
Valid South African ID
-
Valid driver’s licence and own reliable car
-
Own laptop
-
Willingness to undergo credit, criminal, and background checks
-
Tertiary qualification advantageous but not required
As a Financial Advisor, your purpose is to build trust and long-term relationships with clients by understanding their financial goals and providing appropriate, compliant financial solutions.
You will do impactful work by empowering clients to make informed financial decisions. Through training and hands-on experience, you will develop a strong understanding of financial planning, investments, and risk solutions, and learn how to confidently communicate these to clients.
Job Responsibilities
-
Build and maintain long-term, trusted client relationships
-
Conduct professional client meetings (face-to-face and virtual)
-
Identify client needs and provide tailored financial planning solutions
-
Educate clients on investments, risk planning, and long-term wealth creation
-
Grow your own client base through referrals, networking, and prospecting
-
Take end-to-end ownership of client engagements and maintain accurate records
-
Ensure adherence to FAIS and regulatory compliance requirements
-
Actively participate in ongoing training, coaching, and development initiatives
Skills and Competencies
-
Highly performance-driven and motivated by results
-
Resilient, self-disciplined, and able to work in a target-driven environment
-
Strong interpersonal, verbal, and written communication skills
-
Empathetic and client-focused approach
-
Ability to handle complexity, problem-solve, and make sound decisions
-
High levels of professionalism, accountability, and integrity
-
Genuine passion for people and building long-term relationships
Qualifications / Requirements
-
Matric (Grade 12) – essential
-
2–3 years of full-time work experience (any industry)
-
Valid South African ID
-
Valid driver’s licence and own reliable car
-
Own laptop
-
Willingness to undergo credit, criminal, and background checks
-
Tertiary qualification advantageous but not required
As a Financial Advisor, your purpose is to build trust and long-term relationships with clients by understanding their financial goals and providing appropriate, compliant financial solutions.
You will do impactful work by empowering clients to make informed financial decisions. Through training and hands-on experience, you will develop a strong understanding of financial planning, investments, and risk solutions, and learn how to confidently communicate these to clients.
Job Responsibilities
-
Build and maintain long-term, trusted client relationships
-
Conduct professional client meetings (face-to-face and virtual)
-
Identify client needs and provide tailored financial planning solutions
-
Educate clients on investments, risk planning, and long-term wealth creation
-
Grow your own client base through referrals, networking, and prospecting
-
Take end-to-end ownership of client engagements and maintain accurate records
-
Ensure adherence to FAIS and regulatory compliance requirements
-
Actively participate in ongoing training, coaching, and development initiatives
Skills and Competencies
-
Highly performance-driven and motivated by results
-
Resilient, self-disciplined, and able to work in a target-driven environment
-
Strong interpersonal, verbal, and written communication skills
-
Empathetic and client-focused approach
-
Ability to handle complexity, problem-solve, and make sound decisions
-
High levels of professionalism, accountability, and integrity
-
Genuine passion for people and building long-term relationships
Qualifications / Requirements
-
Matric (Grade 12) – essential
-
2–3 years of full-time work experience (any industry)
-
Valid South African ID
-
Valid driver’s licence and own reliable car
-
Own laptop
-
Willingness to undergo credit, criminal, and background checks
-
Tertiary qualification advantageous but not required
-
Build and maintain long-term, trusted client relationships
-
Conduct professional client meetings (face-to-face and virtual)
-
Identify client needs and provide tailored financial planning solutions
-
Educate clients on investments, risk planning, and long-term wealth creation
-
Grow your own client base through referrals, networking, and prospecting
-
Take end-to-end ownership of client engagements and maintain accurate records
-
Ensure adherence to FAIS and regulatory compliance requirements
-
Actively participate in ongoing training, coaching, and development initiatives
-
Highly performance-driven and motivated by results
-
Resilient, self-disciplined, and able to work in a target-driven environment
-
Strong interpersonal, verbal, and written communication skills
-
Empathetic and client-focused approach
-
Ability to handle complexity, problem-solve, and make sound decisions
-
High levels of professionalism, accountability, and integrity
-
Genuine passion for people and building long-term relationships
-
Matric (Grade 12) – essential
-
2–3 years of full-time work experience (any industry)
-
Valid South African ID
-
Valid driver’s licence and own reliable car
-
Own laptop
-
Willingness to undergo credit, criminal, and background checks
-
Tertiary qualification advantageous but not required
As a Financial Advisor, your purpose is to build trust and long-term relationships with clients by understanding their financial goals and providing appropriate, compliant financial solutions.
You will do impactful work by empowering clients to make informed financial decisions. Through training and hands-on experience, you will develop a strong understanding of financial planning, investments, and risk solutions, and learn how to confidently communicate these to clients.
Job Responsibilities
-
Build and maintain long-term, trusted client relationships
-
Conduct professional client meetings (face-to-face and virtual)
-
Identify client needs and provide tailored financial planning solutions
-
Educate clients on investments, risk planning, and long-term wealth creation
-
Grow your own client base through referrals, networking, and prospecting
-
Take end-to-end ownership of client engagements and maintain accurate records
-
Ensure adherence to FAIS and regulatory compliance requirements
-
Actively participate in ongoing training, coaching, and development initiatives
Skills and Competencies
-
Highly performance-driven and motivated by results
-
Resilient, self-disciplined, and able to work in a target-driven environment
-
Strong interpersonal, verbal, and written communication skills
-
Empathetic and client-focused approach
-
Ability to handle complexity, problem-solve, and make sound decisions
-
High levels of professionalism, accountability, and integrity
-
Genuine passion for people and building long-term relationships
Qualifications / Requirements
-
Matric (Grade 12) – essential
-
2–3 years of full-time work experience (any industry)
-
Valid South African ID
-
Valid driver’s licence and own reliable car
-
Own laptop
-
Willingness to undergo credit, criminal, and background checks
-
Tertiary qualification advantageous but not required