Qualified Financial Advisor Opportuinity
3 days ago
Company Description
IWCP: Insurance & Wealth Creation Professionals brings over 100 years of industry management experience, dedicated to your personal success through structured development paths and mentorship programs. We create an environment where motivated individuals with a positive attitude can make a real difference in their lives and the lives of others. Our tailored Financial Plans cover investments, insurance, and retirement planning, aiming to create wealth and financial peace of mind for our clients. The company provides full training, accreditation, and licensing by the Financial Services Board.
Role Description
This is a full-time on-site role for a Qualified Financial Advisor located in Johannesburg. The Financial Advisor will be responsible for creating and managing financial plans, providing financial advisory services, and assisting clients with investments and retirement planning. Day-to-day tasks include meeting with clients, assessing their financial needs, developing tailored financial solutions, and maintaining ongoing client relationships.
Qualifications
- Financial Planning, Finance, and Retirement Planning skills
- Investments and Financial Advisory skills
- Grade 12 (Matric); Tertiary qualification will be advantageous
- Clear credit record, with no criminal record
- Entrepreneurial mindset and tenacity
- Exceptional interpersonal skills and an established client network
- Effective planning, organizing, and time management skills
- Ability to work on-site in Johannesburg
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