Experienced Financial Advisor Opportuinity

3 days ago


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

Company Description

IWCP: Insurance & Wealth Creation Professionals, with over 100 years of industry management experience, offers a platform for individuals aiming to build a successful career in financial services. We specialize in creating tailored financial plans for clients, focusing on investments, insurance, and retirement planning to provide financial security and peace of mind. Based in Johannesburg, we provide comprehensive training, mentorship, and accreditation to support both new entrants and experienced professionals. Our environment fosters growth, collaboration, and effective client engagement to empower individuals in achieving impactful career success.

Role Description

This is a full-time on-site position as an Experienced Financial Advisor based in Sunninghill, Johannesburg. The role involves providing expert financial advice in the areas of investments, insurance, and retirement planning to help clients achieve their financial goals. Responsibilities include creating tailored financial plans, managing client portfolios, maintaining client relationships, and ensuring compliance with Financial Services Board regulations.

Qualifications

  • Strong expertise in Financial Planning, Retirement Planning, and Investments
  • Proficiency in Finance and Financial Advisory practices
  • Entrepreneurial mindset with effective planning, organizing, and time-management skills
  • Exceptional interpersonal and client relationship-building skills
  • Established client network and a proactive approach to networking
  • Grade 12 (Matric); a tertiary qualification is advantageous
  • Clear credit record and no criminal record
  • Experience in the financial services industry is preferred, but comprehensive training is provided to equip candidates for success


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