Overview

Experienced Financial Advisor Jobs in Centurion, Gauteng, South Africa at IWCP : Insurance & Wealth Creation Professionals

Title: Experienced Financial Advisor

Company: IWCP : Insurance & Wealth Creation Professionals

Location: Centurion, Gauteng, South Africa

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 (non-negotiable)

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

Practice building subsidy avaialbe for Advisors meeting the criteria

For more information please email [email protected] or call 0825641118

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