Junior Financial Advisor Opportunity - Bryanston at IWCP : Insurance & Wealth Creation Professionals

About the job

• The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. 

Responsibilities

• Provide financial planning support to clients
• Support investment professionals to cultivate client relationships
• Prepare financial plans and check their accuracy

Qualifications:

• Extensive experience as a Financial Advisor or similar role
• At least 3 years in the corporate environment
• Deep understanding of financial products, investment strategies, and regulatory frameworks
• Proven track record of successful financial planning and client relationship management
• Strong analytical, communication, and interpersonal skills
• Relevant degree in Finance, Economics, Business, Sales, Marketing, Financial Planning or a related field (CFP or similar certification preferred)
• Own car and laptop
• Clear criminal record and credit history

Benefits:

• Competitive compensation package with performance-based incentives
• Opportunities for continuous professional growth and development
• Flexible working environment and a collaborative team culture
• Comprehensive health benefits