[Hiring] Financial Adviser @Nexus Recruitment

Role Description

As a Financial Adviser at IWCP, your responsibilities will include:

• Building and maintaining strong, long-term relationships with new and existing clients.
• Conducting comprehensive financial needs analyses to understand clients' goals and circumstances.
• Providing tailored financial advice and recommending suitable solutions across insurance, investments, retirement, and wealth creation.
• Developing and managing your own client portfolio through networking, referrals, and business development.
• Reviewing clients' financial plans regularly and recommending adjustments as their needs evolve.
• Educating clients on financial planning principles and helping them make informed financial decisions.
• Achieving individual sales and business growth targets while maintaining high ethical and professional standards.
• Ensuring compliance with all relevant regulatory and company requirements.
• Maintaining accurate client records and completing all required administrative documentation.
• Participating in ongoing training, professional development, and team meetings to stay current with industry trends and products.

Qualifications

• Matric (Grade 12) certificate
• Valid South African ID
• Valid South African driver's licence
• Own reliable vehicle

Requirements

• Previous sales or customer service experience
• Strong communication and interpersonal skills
• Entrepreneurial mindset with a passion for building a successful career
• Self-motivated, target-driven, and eager to learn
• Ability to build and maintain professional client relationships