Experienced Financial Advisor at IWCP : Insurance & Wealth Creation Professionals

Role Description

• This is a full-time,hybrid role for a Financial Advisor located in Pretoria/Centurion. The Financial Advisor will be responsible for developing personalized financial plans to meet clients' needs in areas such as investment management, insurance, and retirement planning.
• Day-to-day tasks include analyzing financial information, providing expert guidance, maintaining client relationships, and assisting clients in achieving financial peace of mind. The role demands continuous professional development, time management, and a commitment to delivering excellent financial advisory services.

Qualifications

• Industry related qulification (Minimum NQF 5)
• RE5
• 2+ years' of industry experience and not under supervison
• Strong understanding of the investment and risk business
• Excellent interpersonal skills

Retention Bonus avaialbe for Advisors meeting the criteria