IWCP : Insurance & Wealth Creation Professionals
Senior Financial Advisor wanted immediately - Sunninghill
Johannesburg, Gauteng, South AfricaUSD 100
About the role
**Company Description**
Insurance \& Wealth Creation Professionals (IWCP) is part of the next generation of insurance and wealth creation firms, offering an environment where motivated individuals can build profitable, client\-centered advisory practices. With more than 100 years of combined industry management experience, IWCP provides structured development paths, mentorship programs, and full training to support long\-term career growth. The firm focuses on creating tailored financial plans covering investments, insurance, and retirement planning to help clients build wealth and achieve financial peace of mind. IWCP operates within the Financial Services Industry and supports advisors with accreditation and licensing, offering a strong platform for both experienced professionals and new entrants who meet clear ethical and compliance standards.
**Role Description**
The Senior Financial Advisor role is a full\-time, hybrid position based in Sunninghill, Johannesburg, with flexibility for some work from home. In this role, the advisor will develop and manage a professional client portfolio, conducting thorough financial needs analyses and designing comprehensive financial plans across investments, insurance, and retirement planning. The advisor will meet with clients regularly, provide ongoing advice, and adjust strategies based on changing personal and market circumstances. Daily activities include prospecting and networking to grow the client base, preparing proposals and reports, ensuring compliance with regulatory requirements, and maintaining accurate records. The advisor will collaborate with internal teams, participate in training and mentorship programs, and actively contribute to building a sustainable, client\-focused advisory practice.
**Qualifications**
* Strong Financial Planning and Financial Advisory skills, with the ability to create tailored, holistic financial plans for diverse client needs.
* Solid knowledge of Finance and Investments, including understanding of risk, portfolio construction, and long\-term wealth creation strategies.
* Proficiency in Retirement Planning, including retirement income strategies and long\-term savings solutions.
* Minimum of Grade 12 (Matric); a relevant tertiary qualification in finance, economics, business, or related field is advantageous.
* Clear credit record and no criminal record, with a strong commitment to ethical and compliant professional conduct.
* Entrepreneurial mindset, established or developing client network, and demonstrated tenacity in building and sustaining a practice.
* Exceptional interpersonal, communication, and negotiation skills, with effective planning, organizing, and time management abilities.
* Willingness to complete industry training, accreditation, and licensing requirements, and to participate in ongoing professional development and mentoring.
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