Welcome to The Next Generation of Insurance & Wealth Creation Professionals.
With over 100 years' of industry management experience dedicated to your personal success, structured development paths and mentorship programs; there is no better platform available in the market for new entrants. If building your own professional and profitable business prac...
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This is a full-time hybrid role located in Johannesburg, allowing for some work-from-home flexibility. As an Experienced Financial Advisor at IWCP, you will be responsible for developing and implementing comprehensive financial plans for clients. Day-to-day tasks include advising clients on investments, insurance, and retirement planning, maintaining and expanding an established client network, and continuously updating knowledge on financial market trends. You will also manage client portfolios and ensure compliance with all regulatory requirements.
Qualifications
Skills in Financial Planning, Financial Advisory, and Retirement Planning
Knowledge of Finance and Investments
Exceptional interpersonal and communication skills
Effective planning, organizing, and time management abilities
Entrepreneurial mindset with a proactive approach
Established client network is advantageous
Clear credit record and no criminal record
Grade 12 (Matric); a tertiary qualification will be advantageous
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