Experienced Financial Advisor
IWCP : Insurance & Wealth Creation Professionals · Centurion, Gauteng
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- 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