Experienced Financial Advisor

Company Description

Insurance & Wealth Creation Professionals (IWCP) is a forward-thinking organization offering a dynamic and supportive platform for professionals in the Financial Services Industry. With over 100 years of industry management experience, we prioritize structured development paths, mentorship, and comprehensive training to empower individuals to build successful and profitable business practices.

Our mission is to create transformative financial strategies tailored to client needs, including investments, insurance, and retirement planning, ensuring financial growth and peace of mind. IWCP is dedicated to fostering an environment where motivated individuals can make a meaningful impact in their own lives and the lives of others.

We are seeking an Experienced Financial Advisor to join our team in an on-site, full-time role located in Midrand, Johannesburg.

The primary responsibilities include guiding clients in financial planning, investment management, insurance solutions, and retirement planning. The Financial Advisor will build and manage a client portfolio, develop customized strategies for wealth creation, and aid in achieving clients' short and long-term financial goals. This role requires fostering client relationships, providing tailored financial solutions, and adhering to industry regulations.

• Proficiency in Financial Planning and Financial Advisory services to deliver tailored client solutions
• Experience in Retirement Planning and Investments for creating comprehensive wealth strategies
• Strong knowledge of Finance and related industry guidelines and regulatory requirements
• Exceptional interpersonal skills, effective communication, and the ability to build and maintain client relationships
• Entrepreneurial mindset and the ability to work independently, demonstrating initiative and drive
• Minimum qualification of Grade 12 (Matric); a tertiary qualification is advantageous
• Clear credit record with no criminal record
• Proactive planning, organizational, and time management skills
• An established client network is a strong advantage