Senior Financial Advisor - Sunninghill

Company Description

Insurance & Wealth Creation Professionals (IWCP) is dedicated to fostering success for individuals seeking careers in financial services.

With over years of industry management experience, IWCP offers structured development paths, mentorship programs, and full training to help professionals establish profitable business practices.

We specialize in creating tailored financial plans for clients in the areas of investments, insurance, and retirement planning, promoting wealth creation and financial peace of mind.

Based on a strong commitment to the growth of motivated professionals, IWCP provides accreditation and licensing through the Financial Services Board to empower individuals to excel in building client‑focused financial advisory practices.

As a Senior Financial Advisor, you will be responsible for providing expert financial planning and consulting services to clients in areas such as investments, retirement planning, and wealth management.

You will cultivate and manage client relationships, assess financial needs, create personalized financial strategies, and offer insightful advice to help clients achieve their financial goals.

This is a full‑time, on‑site role located in Sunninghill, Johannesburg, offering opportunities to grow within the Financial Services Industry while making a positive impact on clients' lives.

• Provide expert financial planning and consulting services to clients.
• Cultivate and manage client relationships.
• Assess clients' financial needs and create personalized strategies.
• Offer insightful advice to help clients achieve their financial goals.

• Strong skills in Financial Planning and Financial Advisory.
• Knowledge of Retirement Planning and Investments.
• Expertise in Finance and wealth management strategies.
• Exceptional interpersonal skills and a customer‑focused approach.
• Entrepreneurial mindset with effective planning, organizing, and time‑management skills.
• Tertiary qualification is an advantage.
• Clear credit record and no criminal record are required.
• Proven ability to build and maintain a strong client network.
• Previous experience in financial services is preferred but not essential; training and mentorship will be provided.
• Own car and laptop.

Seniority level:
Mid‑Senior level

Employment type:

Full‑time

Job function:
Finance and Sales