Senior Financial Planner Role Bryanston - Johannesburg
23 hours ago
Job description
Company Description
Insurance & Wealth Creation Professionals (IWCP) offers an exceptional platform for individuals to build successful, professional, and profitable business practices within the financial services industry.
Backed by over 100 years of industry management experience, IWCP provides structured development paths, full training, mentorship programs, accreditation, and licensing by the Financial Services Board.
The company creates tailored financial plans for clients, focusing on investments, insurance, and retirement planning, aiming to create wealth and provide financial peace of mind.
With a focus on fostering a motivated environment, IWCP supports the growth and success of its team members while making a meaningful impact on clients' lives.
Role DescriptionThis is a full-time remote role based in Bryanston, Johannesburg, for a Senior Financial Planner.
Day-to-day responsibilities include developing and implementing comprehensive financial plans tailored to client needs, identifying investment opportunities, guiding clients in retirement planning, and creating strategies for wealth accumulation and risk mitigation.
The role also involves maintaining and expanding client relationships through regular review meetings to ensure financial goals are being met.
QualificationsExpertise in Financial Planning, Personal Financial Planning, and Retirement Planning
Certified Financial Planner credential and strong knowledge of financial principles
Experience and skills in managing client relationships and providing tailored financial solutions
Strong interpersonal, organizational, and time management skills
Entrepreneurial mindset with the ability to work independently and collaboratively
Established client network and a dedication to growing it further
Minimum of a Grade 12 (Matric); a relevant tertiary qualification is advantageous
Clear credit record and no criminal record
Previous experience in the financial services sector preferred, but not required due to the comprehensive training and mentoring provided
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