Experienced Financial Advisor

IWCP : Insurance & Wealth Creation Professionals; Centurion; Hybrid; ZAR 300,000 - 600,000; Full time

Benefits offered by this job

Retention bonus

Job summary

IWCP: Insurance & Wealth Creation Professionals in Pretoria/Centurion is recruiting a Financial Advisor for a full-time, hybrid role focused on personalized financial plans across investments, insurance and retirement planning.

You will analyze client information, provide expert guidance, maintain relationships, and pursue continuous professional development to deliver high-quality advisory services. RE5 and NQF5 qualifications, plus 2+ years' experience, are required.

Qualifications

• Industry-related qualification (minimum NQF 5).
• RE5 certification required.
• 2+ years' industry experience with no supervisor.
• Strong understanding of investment and risk business.
• Excellent interpersonal skills.

Responsibilities

• Develop personalized financial plans covering investments, insurance, and retirement planning.
• Analyze financial information and provide expert guidance.
• Maintain and grow client relationships to ensure ongoing advisory services.
• Pursue continuous professional development to deliver high-quality advice.

Skills

Interpersonal skills

Time management

Client relationship management

Education

NQF 5

RE5

Job description

Company Description

IWCP: Insurance & Wealth Creation Professionals is committed to empowering individuals to build successful, professional, and profitable careers. With over 100 years of industry management expertise, we offer structured development paths, mentorship programs, and comprehensive training to help individuals thrive in the financial services industry. Our mission is to provide tailored financial plans for clients that focus on investments, insurance, and retirement planning to help them achieve wealth and financial security. Join a forward-thinking organization dedicated to fostering motivated professionals who make a positive impact on their lives and others.

Role Description

This is a full-time,hybrid role for a Financial Advisor located in Pretoria/Centurion. The Financial Advisor will be responsible for developing personalized financial plans to meet clients' needs in areas such as investment management, insurance, and retirement planning. Day-to-day tasks include analyzing financial information, providing expert guidance, maintaining client relationships, and assisting clients in achieving financial peace of mind. The role demands continuous professional development, time management, and a commitment to delivering excellent financial advisory services.

Qualifications

• Industry related qulification (Minimum NQF 5)
• RE5
• 2+ years' of industry experience and not under supervison
• Strong understanding of the investment and risk business
• Excellent interpersonal skills

Retention Bonus avaialbe for Advisors meeting the criteria

For more information please email [e-mail] or call 0825641118

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