Experienced Financial Advisor Role

Role Description

• 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
• At least 4 years experience in Financial Advisory 
• Own car
• Own laptop