Junior Financial Advisor
2 days ago
Company Description
IWCP: Insurance & Wealth Creation Professionals has over a century of combined industry management experience, providing a robust platform for personal success through structured development paths and mentorship programs. The organization specializes in crafting tailored financial plans for clients, focusing on investments, insurance, and retirement planning, thus promoting wealth creation and financial peace of mind. IWCP offers a dynamic career in the Financial Services Industry with comprehensive training, accreditation, and licensing by the Financial Services Board. With a commitment to fostering motivated individuals, IWCP helps professionals build their own successful and profitable business practices. Operating in an environment that encourages growth, the company empowers its advisors to make a meaningful impact on the lives of others and their own.
Role Description
This is a full-time, on-site role for a Junior Financial Advisor at IWCP: Insurance & Wealth Creation Professionals, based in Woodmead, Johannesburg. Responsibilities include providing personalized financial advice to clients, assisting with financial planning, offering investment and retirement planning guidance, and designing customized financial strategies to meet individual needs. The Junior Financial Advisor will also work closely with clients to help them achieve their financial goals, while developing and maintaining long-term relationships.
Qualifications
- Strong skills in Financial Planning and Financial Advisory
- Knowledge of Investments, Retirement Planning, and general Finance
- Entrepreneurial mindset with effective planning, organization, and time management abilities
- Exceptional interpersonal skills and the ability to build trusting client relationships
- A tertiary qualification will be advantageous
- Clean credit and criminal record
- An established client network is an added advantage
- Willingness to learn with the ability to benefit from comprehensive training and ongoing mentoring
- Own car and laptop
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