Hybrid Financial Advisor: Investments & Retirement Planning

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 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.