Description:
About Us:
IWCP is a leading financial services firm dedicated to helping clients achieve their financial goals. Our team of experts provides personalized advice and solutions to individuals, families, and businesses, helping them navigate complex financial landscapes and secure their financial futures.
Job Description:
We are seeking a dynamic and experienced Financial Advisor to join our team. The ideal candidate will have a passion for finance, a strong understanding of investment strategies, and a commitment to delivering exceptional service to clients. As a Financial Advisor at IWCP, you will be responsible for providing comprehensive financial planning and investment management services to clients, helping them make informed decisions about their financial futures.
Responsibilities:
- Conduct thorough financial assessments of clients' current financial situations, including income, assets, investments, and liabilities
- Develop personalized financial plans based on clients' goals, risk tolerance, and time horizon
- Recommend investment strategies and financial products to help clients achieve their financial objectives
- Monitor clients' investment portfolios and provide ongoing advice and support
- Stay up-to-date on market trends, investment opportunities, and regulatory changes
- Build and maintain strong relationships with clients, providing them with regular updates and responding to their inquiries in a timely manner
- Collaborate with other members of the IWCP team to ensure clients' financial needs are met
Qualifications and requirements:
- Bachelor's degree in Finance, Business, or a related field
- Certified Financial Planner (CFP) designation preferred
- Minimum of 3 years of experience in financial planning and investment management
- Strong knowledge of investment products, financial markets, and financial planning strategies
- Excellent communication and interpersonal skills
- Ability to work independently and as part of a team
- Own car
- Established network
- Proficiency in financial planning software and Microsoft Office Suite
- RE5 and COB completed
Benefits:
- 100% commission
- Performance-based bonuses
- Medical Aid
- Group Pension Fund
- Mentorship and Leadership opportunities
How to Apply:
Please submit your resume and a cover letter outlining your qualifications and interest in the position to [this platform.
Equal Opportunity Employer:
IWCP is an equal opportunity employer and is committed to diversity and inclusion in the workplace. We encourage all qualified individuals to apply, regardless of race, ethnicity, gender, sexual orientation, age, or disability status.