Financial Advisor

Iwcp : Insurance & Wealth Creation Professionals; Mbombela; Hybrid; ZAR 250 000 - 450 000; Full time

Job summary

A leading company in the financial services sector is seeking a Financial Advisor based in White River. This full-time hybrid role involves creating tailored financial plans and managing client relationships. The ideal candidate will have strong interpersonal skills and a Grade 12 qualification, with opportunities for training and mentorship.

Qualifications

• Exceptional interpersonal skills and a positive mindset.
• Effective planning, organizing, and time management skills.
• An established client network is advantageous.

Responsibilities

• Creating and managing personalized financial plans for clients.
• Conducting financial assessments and advising clients.
• Monitoring clients' financial progress and exploring new business opportunities.

Skills

Interpersonal skills

Planning

Organizing

Time management

Education

Grade 12 (Matric)

Tertiary qualification

Job description

Company DescriptionIWCP: Insurance & Wealth Creation Professionals, with over years of industry management experience, offers a unique platform for new entrants aiming to build a successful business practice.

We provide structured development paths, mentorship programs, and full training and accreditation by the Financial Services Board.

Our mission is to create an environment where motivated individuals can make a significant impact in their own lives and the lives of others.

We specialize in creating tailored financial plans, including investments, insurance, and retirement planning, ensuring wealth and financial peace of mind for our clients.

Role Description

This is a full-time hybrid role for a Financial Advisor based in White River, with some work from home being acceptable.

The Financial Advisor will be responsible for creating and managing personalized financial plans for clients, covering areas such as investments, insurance, and retirement planning.

Day-to-day tasks will include conducting financial assessments, advising clients on financial strategies, and monitoring clients' financial progress.

The role also involves continuous client relationship management and exploring new business opportunities.

Qualifications

• Exceptional interpersonal skills and a positive mindset
• Effective planning, organizing, and time management skills
• An established client network is advantageous
• Clear credit record and no criminal record
• Grade 12 (Matric) is required; a tertiary qualification will be advantageous
• Experience in the financial services industry is preferred, but not required, as full training and ongoing mentoring will be provided