Financial Advisor

7 months ago

Pretoria, South Africa IWCP Resolute Full time

**Job Details**

Do you have a passion to help people and get satisfaction out of others achieving their personal goals?

If your answer is yes, be part of the change and join an **Affiliate of the Liberty Group as a Financial Advisor**. With over 100 year’s of industry management experience that will be dedicated to your personal success, structured development path and mentorship program no better platform is available in the market for new entrants. Join the new generation of **Insurance and Wealth Creation Professionals**

Liberty believes in people who believes in themselves and who have a strong desire to make success of their lives.

We strive to create an environment where motivated people with a positive attitude can make a real difference in their own lives and the lives of others. We create a uniquely Financial Plan to help our client’s in areas that covers investments, insurance and retirement planning, thus creating wealth and financial peace-of-mind for their client’s.

**This opportunity offers an exciting career within the Financial Services Industry, full training, accreditation and licensing by the Financial Services Board.**

**Minimum Requirements**
- Grade 12 minimum, tertiary qualification will be advantageous.
- Clear credit record, with no criminal record.

**Desired Skills**

Networking
Planning & Organising
Work Independently
Self Motivated
Sales
Financial Planning
Investments
Presenting

**What we offer**:

- Professional Work Environment
- Continued Personal Development
- Business Partnership
- Personal Marketing Strategy
- Outsourced Call Centre
- Rewards and Recognition
- Sense of Belonging & Fun4

On-boarding Programme

We developed a structured on-boarding programme for the first 4 months to ensure the best transition into the career possible. With an added 36 month 'New Advisor Development Path'.

IWCP Business Systems

We combined all our years of experience to develop a business system and tools that help the New Generation of Financial Advisors trough the client engagement process, step by step and start to finish, to ensure the best possible outcomes for your clients.

Ongoing Training & Development

Being at the forefront of developing the New Generation of Financial Advisors, IWCP developed a structured practice building programme and ongoing learning strategy to aid Continuous Professional Development (CPD).

Administrative Hub

We understand that as an Advisor you want to focus on servicing your clients and growing your book, which is why we have a dedicated admin department that processes your paperwork and new business enquiries, outsourced call centre and cloud based storage.

Specialist Support

IWCP offers your business practice specialist support from the following principals: Fiduciary Specialist, Medical Aid Specialist, Tax Consultant, Legal Advisor, Investment Specialist, Risk Specialist and Debt Councillors.

**Job Types**: Full-time, Commission

**Salary**: R1.00 - R100,000.00 per month

Ability to commute/relocate:

- Pretoria, Gauteng: Reliably commute or planning to relocate before starting work (preferred)

Application Question(s):

- Do you have a clear credit record, with no criminal record?

**Education**:

- High School (matric) (required)

License/Certification:

- Drivers License (required)

  • Finacial Advisor

    7 months ago

    Pretoria, South Africa GDS Financial Advisor Services Full time

    We are seeking a Financial Advisors to join our group of insurance brokers. As a Financial Advisor, you will be responsible for providing financial advice to theirclients. You will help clients plan and achieve their financial goals by assessing their financial situation and recommending products and services that meet their needs. You will be expected to...

  • Financial Advisor

    3 months ago

    Pretoria, South Africa Concept Lynnwood- Financial Solutions Full time

    Hi everyone! Concept Lynwood Financial Advisors is hiring! We are a group of high performing financial advisors specializing in long term solutions and have recently been awarded Sanlam's "Business of the year" for 2024. We have a few positions open for EXPERIENCED financial advisers, looking for a change in their career. We would like to open the floor...

  • Financial Advisor

    6 days ago

    Pretoria, South Africa KM CONSULTING Full time

    _**FINANCIAL ADVISOR R30k+ (neg) FIXED SALARY, PTA-EAST**_ Upmarket financial entity specializing in Investment & Wealth Management requires the following, with at least 5yrs exp in the specific industry: - **ESTABLISHED CLIENTBASE**_ Act as Financial Planner to advise & assist clients on their financial portfolios regarding investments and shares &...

  • Financial Advisor

    4 days ago

    Pretoria, South Africa KM CONSULTING Full time

    **_FINANCIAL ADVISOR R26-R30k (neg) FIXED SALARY, PTA-EAST_** Upmarket financial entity specializing in Investment & Wealth Management requires the following, with at least 5yrs exp in the specific industry: **_ESTABLISHED CLIENTBASE_** Act as Financial Planner to advise & assist clients on their financial portfolios regarding investments and shares &...

  • Junior Financial Advisor

    6 months ago

    Pretoria, South Africa RPO Recruitment Full time

    Our client, who offers clients a range of investment solutions to accommodate their unique risk and return objectives, is currently seeking a Junior Financial Advisor to join their team in Pretoria. As a Junior Financial Advisor, you will have the opportunity to assist our senior financial advisors in providing financial guidance to our clients and making...

  • Financial Advisor

    7 months ago

    Pretoria, South Africa Discovery Full time

    **_Company Description_** Discovery Limited is a global company with health, life and short term insurance operations. The company is committed to being a force for social good and brings about sustainable change in the lives of the people and communities it serves across the globe. Discovery's values of leadership, honesty, innovation and fairness act as...

  • Financial Advisor

    4 days ago

    Pretoria, South Africa KM CONSULTING Full time

    **_FINANCIAL ADVISOR R26-R30k (neg), PTA-EAST_** Upmarket financial entity specializing in Investment & Wealth Management requires the following, with at least 5yrs exp in the specific industry: Act as Financial Planner to advise & assist clients on their financial portfolios regarding investments and shares & general financial planning etc RELEVANT...

  • Discovery Financial Advisor

    10 hours ago

    Pretoria, South Africa Dante Personnel Full time

    Gauteng, Pretoria East - Commission only My client in Pretoria East is looking for a Financial Advisor with medical aid experience **Minimum requirements**: - Matric/Grade 12 or SA QA Accredited Equivalent Essential - 120 FA IS credits (NQF 5) in Wealth Management, CFP preferred - 2 or more years as a Financial Advisor within the financial services...

  • Independent Financial Advisors

    7 months ago

    Pretoria, South Africa Status Asset Management Full time

    **Position: Independent Financial Advisor (IFA)** **Location: National** - Aluma Capital strives to be South-Africa’s leading Asset and Fund Management Company. We provide several private investment options to our clients, including Private Equity, Global Note and insurance products. _ **Who are we looking for?** A Financial Advisor (financial agent /...

  • Aspiring Financial Advisor

    4 weeks ago

    Pretoria, South Africa Old Mutual Full time

    Job title : Aspiring Financial Advisor Job Location : Gauteng, Pretoria Deadline : January 03, 2025 Quick Recommended Links Jobs by Location Job by industries Aspires to be a Financial Advisor We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance...

  • Financial Advisor

    7 months ago

    Pretoria, South Africa Envestpro Full time

    **Explore Lucrative Financial Planning Opportunities!** Unlock Senior & Junior Roles with Envestpro as a Financial Planner. Elevate Your Career with Proven Expertise Envestpro offers a unique path to success for both seasoned Advisors and ambitious newcomers. Experience the pinnacle of financial planning with our comprehensive training and...

  • Senior Financial Advisor

    7 months ago

    Pretoria, South Africa ARCS Full time

    Must Have: - Matric - NQF 5 - Drivers license - Own vehicle - Clear MIE (they do their own MIE checks) - DOFA (RE5) - Laptop - Cellphone Kindly note that Financial Advisors will work on commission. 1 Month of training will be provisioned prior to start date.

  • Independant Financial Advisor

    10 hours ago

    Pretoria, South Africa Dante Personnel Full time

    Gauteng, Pretoria East - Commission only My client in Pretoria East is looking for an Independent Financial Advisor who is willing to go the extra mile to build his/her own client base **Minimum requirements**: - Fully Qualified - Strong Administrative and communication skills - Good knowledge of the Financial Service Industry - Knowledge of FICA and FAIS...

  • Financial Advisor

    7 months ago

    Pretoria, South Africa HeadHunters Full time

    **Reference** - PE002189/RW**Location** - Gauteng, Tshwane (Pretoria)**Salary Interval** - Monthly**Package** - None-negotiable**Description** **Our client in the Financial Services Industry is looking to employ a Financial Advisor (Risk Products) for the Gauteng region (Johannesburg and Pretoria).** **To provide and implement advice in respect of...

  • Financial Services Advisor

    4 weeks ago

    Pretoria, Gauteng, South Africa Sanlam Group Full time

    Job Title: Financial Services AdvisorWe are seeking an experienced and results-driven Financial Services Advisor to join our team in Gauteng. As a key member of our sales team, you will be responsible for delivering exceptional client service and meeting sales targets.Key Responsibilities:Build and maintain strong relationships with clients to understand...

  • Financial Freedom Opportunity as a Professional Financial Advisor

    3 weeks ago

    Pretoria, Gauteng, South Africa Liberty Standard Bank Group Full time

    Company OverviewLiberty Standard Bank Group is a leading financial institution that provides innovative solutions for individuals and businesses. Our team is passionate about helping our clients achieve their financial goals, and we are now looking for a driven and entrepreneurial-minded individual to join us as a Professional Financial Advisor.Estimated...

  • Financial Advisor

    7 months ago

    Pretoria, South Africa Rory Mackie & Associates Full time

    **Overview**: Our client, a leading Private Bank and Wealth Manager catering specifically for High-Net-Worth clients, is seeking to appoint a Senior Financial Advisor. This position will be responsible for providing financial advice on both life risk and investments products to Private Bank clients in accordance with FAIS legislation and according to...

  • Independent Financial Advisor

    2 days ago

    Pretoria, South Africa Status Asset Management Full time

    We are seeking a knowledgeable and energetic Independent Financial Advisor who is willing to go the extra mile to build his/her own client base. This role is ideal for someone with a positive attitude and who sees him or herself as an absolute go-getter with an unwavering drive to meet client needs. **So what do we offer you to ensure your success?** -...

  • Financial Advisor

    4 months ago

    Pretoria, South Africa Istima Bluestar Full time

    Are you a high-performing **financial provider** with a proven track record, a potential client base, and a hunger for success? At Istima Bluestar, we don’t just hire advisors - we invest in your future. What are we looking for? - Minimum of 3 years of industry experience with **RE5** qualifications - Gauteng North based - A potential client base or...

  • Field Financial Advisor Pretoria

    7 months ago

    Pretoria, South Africa A1 Financial Services Full time

    Our position is aimed at individuals who are looking for better prospects and is based in and around Pretoria. Benefits Included: - Basic Salary - Medical Insurance - Uncapped commission - Performance bonus - Work-related incentives for top performers - Minimum 12 months experience in a Financial Services / Insurance industry in a sales role - Minimum 2...