Experienced Financial Advisor

IWCP : Insurance & Wealth Creation Professionals; Centurion; Hybrid; ZAR 300,000 - 520,000; Full time

Benefits offered by this job

Retention bonus

Job summary

IWCP : Insurance & Wealth Creation Professionals is seeking a Financial Advisor for a full-time, hybrid role based in Pretoria/Centurion. You will develop personalized financial plans across investments, insurance, and retirement planning, while analyzing financial information and maintaining strong client relationships.

The position emphasizes ongoing professional development, time management, and delivering exceptional financial advisory services to help clients achieve financial security.

Qualifications

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

Responsibilities

• Develop personalized financial plans for clients in investments, insurance and retirement planning.
• Provide expert guidance and recommendations based on clients’ needs and goals.
• Maintain and deepen client relationships to ensure ongoing advisory services.
• Analyze financial information and market data to support client decisions.
• Deliver high-quality financial advice with a focus on client peace of mind.

Skills

Interpersonal skills

Financial advisory

Investment knowledge

Risk understanding

Education

NQF 5 qualification

RE5

Job 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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