Financial Planner

Envestpro

West Rand, Gauteng
Permanent
Full-time

25 days ago

Envestpro is all about Changing Lives and living a life less lived. We assist you from the day one to build a career for yourself in the financial services sector. This career is suitable for an individual who has discipline, good with people and who wants to achieve long-lasting success and fulfillment.The role of a Financial Planner is to help your clients identify and obtain specific financial goals and objectives through proper management of their financial resources.Financial Planners at Envestpro consider the following for their clients through our ecosystem of products and services:

Financial Goals
Emergency funds
Investment Management
Corporate Benefits
Risk cover
Income protection
Budget and cash flow planning
Insurance coverage
Short Term Insurance
Debt management plan
Wills and Estate planning
Retirement plan
Medical aid cover

To help you kick start and build your career, you get:

Full training
Ongoing one on one coaching sessions, providing you with unlimited support and business development/consulting

Minimum entry requirements· South African citizen· Matric - Grade 12· Own reliable motor vehicle· Clear ITC & criminal record· Own laptop

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