Financial Planning Consultant

Company Description
Welcome to IWCP: Insurance & Wealth Creation Professionals, the next generation of financial advisors.

With over years of industry management experience, we offer structured development paths and mentorship programs to help you build a successful and profitable business practice.

We specialize in creating uniquely tailored financial plans to cover investments, insurance, and retirement planning, providing our clients with wealth and financial peace-of-mind.

Join us and be part of the change in the Financial Services Industry.

Role Description
This is a full-time hybrid role as a Financial Advisor at IWCP.

As a Financial Advisor, your day-to-day tasks will include providing financial planning advice, assisting clients with their finances, and developing customized financial plans.

You will also be responsible for retirement planning, investment recommendations, and offering financial advisory services.

This role is located in Johannesburg, with flexibility for some remote work.

Qualifications

• Excellent interpersonal skills
• Effective planning, organizing, and time management skills
• Grade 12 (Matric) or Tertiary qualification (Industry Relevant Qualification is advantageous)
• Clear credit record and no criminal record
• Industry experience is a plus, but not required
• Own vehicle with valid driver's license (Non-Negotiable)
• Own laptop

If you are passionate about helping others achieve their financial goals and want to join the new generation of Financial Advisors, send your CV to.

Job Details

• Level: Entry level
• Employment type: Full-time
• Job function: Finance and Sales