Financial Advisor/Personal Financial Planner

1 day ago

Sandton, Gauteng, South Africa IWCP : Insurance & Wealth Creation Professionals Full time

Insurance and Wealth Creating Professionals (IWCP) is an Affiliate of Liberty that is leading the way for the new Generation of Financial Planner's.

Our Leadership Team has over 200 years' experience in the industry and has a proven success track record of developing new Advisors. Our focus is on establishing new talent in the industry and for this reason; we keep the ratio between Unit Leader and Advisor very low.

IWCP has 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'.

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. 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).

IWCP is a Tribe of Professionals changing South Africa one policy at a time. We believe in Old School Values with innovative thinking, so that the lessons from the past are used as we build the New Generation of Financial Advisors. At IWCP we celebrate every success.

From the little victories that build up to the big achievements and then accumulate in achieving that goal. IWCP has a learning, caring and performance culture. We are passionate about personal development and growth. We also believe in having fun, changing lives whilst also looking after our own family's financial well-being. IWCP is a circle of safety where every individual is respected for who they are and the value that they add.

IWCP also has a number of value-added partners including an administrative hub, specialist and marketing support. With these partners and in-house support, we afford our clients the best advice and products for their unique financial needs.

What we offer

  • Professional Work Environment
  • Continued Personal Development
  • Business Partnership
  • Personal Marketing Strategy
  • Outsourced Call Centre
  • Rewards and Recognition
  • Sense of Belonging and fun

Minimum Requirements

  • Matric (essential)
  • Tertiary Qualification in Finance Field (advantageous)
  • Own Vehicle (essential)
  • Own Laptop (essential)
  • Clear Crime and Credit Record
  • Excellent Interpersonal skills
  • Must be entrepreneurial in nature

Do you want to be part of this winning team? Contact us today via mail at  Should you not hear from us within 2 weeks please consider your application as unsuccessful.

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