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Financial Planning Consultant

Nexus Recruitment

Johannesburg, Cape town, Centurion, Pretoria, Rustenburg

1-10⁠ Employees

Permanent

Full Time, Work from Home

6 days ago

I'm interested

Introduction

Are you a motivated professional looking to take your career to the next level?

IWCP, a leading Liberty affiliate, is expanding its team and is looking for ambitious individuals who are passionate about building lasting client relationships and making a meaningful impact through financial planning.

This opportunity is ideal for professionals who enjoy working with people, are motivated by personal growth, and want to build a career where their success is driven by their own ambition.

Whether you're currently working in sales, banking, insurance, customer service, real estate, hospitality or another client-focused profession, we provide the training, mentorship and support to help you transition into a rewarding career as a Financial Advisor.

Duties & Responsibilities

As a Financial Advisor, you will:

Build trusted relationships with new and existing clients.
Understand each client's financial goals and objectives.
Recommend appropriate insurance, investment and retirement solutions.
Help clients protect their wealth and plan confidently for the future.
Grow your own client portfolio through networking and referrals.
Maintain long-term relationships through ongoing advice and exceptional service.

Desired Experience & Qualification

Grade 12 (Matric)
South African citizenship
Valid driver's licence
Reliable vehicle
Clear criminal and credit record
Excellent communication and relationship-building skills
A professional and client-focused approach
A strong desire to learn and succeed

Read the full job description here.

I'm interested

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Company headquarters: 40 Galaxy Avenue, Linbro Office Park, Johannesburg
Registration Number (1999/005423/07)
Managing Directors: Desmond O´Grady, Greig Smith, Orla Moran