Weatlh Management / Financial Planner

Company DescriptionWelcome to The Next Generation of Insurance & Wealth Creation Professionals. With over 100 years' of industry management experience dedicated to your personal success, IWCP is the platform of choice for new entrants. We aim to create an environment where motivated individuals can make a real difference in their own lives and those of others. Our focus is on creating customized Financial Plans that cover investments, insurance, and retirement planning, ultimately building wealth and providing financial peace-of-mind. Join us and be part of the change!Role DescriptionThis is a full-time hybrid role for a Wealth Management / Financial Planner. As a Financial Planner at IWCP, you will be responsible for developing and implementing financial plans for clients, including personal financial planning, retirement planning, and investment strategies. You will also provide ongoing financial advice and assistance to clients in order to help them achieve their financial goals. While this role is located in the Johannesburg Metropolitan Area, there is flexibility for some remote work.QualificationsGrade 12 (Matric) or equivalentTertiary qualification in a related field would be advantageousOwn car and licenceOwn laptop and cell phoneExceptional interpersonal skillsEffective planning, organizing, and time management abilitiesAn established client networkEntrepreneurial mindsetTenacity and drive to succeedClear credit record and no criminal record
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