Financial Planning Professional
Job Description
Envestpro is all about Changing Lives and living a life less lived. We assist you from the first day to build a lifetime career for yourself in the financial services sector. This career is suitable for an individual who is hard working and persevering, 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
- Full training
- Ongoing one on one coaching sessions, providing you with unlimited support and development
xc2xb7 South African citizen
xc2xb7 Matric - Grade 12
xc2xb7 Own reliable motor vehicle
xc2xb7 Clear ITC & criminal record
xc2xb7 Own laptop
xc2xb7 Strong Client Network
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Job Detail
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Job IdJD1295956
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationJohannesburg, Gauteng, South Africa
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EducationNot mentioned