64 Financial Advisor jobs in Kenya

Company Description

Britam Holdings Limited is a leading diversified financial services group listed on the Nairobi Securities Exchange. With interests across Eastern and Southern Africa, Britam offers a wide range of financial products and services including insurance, asset management, banking, and property management. Their offerings encompass life, health, and general insurance, pensions, unit trusts, investment and wealth management, offshore investments, retirement planning, and property development. For more information, visit Britam's website.

Role Description

This is a full-time, on-site role for a Financial Advisor located in Nairobi County, Kenya. The Financial Advisor will be responsible for providing financial planning and advisory services to clients. The role involves developing and managing client portfolios, retirement planning, and advising on investments. The Financial Advisor will work closely with clients to understand their financial needs and objectives and propose suitable financial products and services.

Qualifications

• Financial Planning and Retirement Planning skills
• Knowledge of Finance and Investments
• Experience in providing Financial Advisory services
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team
• Bachelor's degree in Acturial Science, Finance, Economics, Business, or related field
• Professional certifications such as COP, ECOP, Diploma in Insurance or related qualifications are a plus
• Experience in the financial services industry is preferred

Company Description

At Pioneer Insurance, you're not just an employee; you're part of a thriving community. We foster a work culture centered on superior value for our staff, prioritizing job satisfaction and promoting a performance-based environment. We continuously recognize and reward performance, enhance staff welfare, and uphold core values such as teamwork, integrity, empowerment, and innovation. Our culture values cooperation, respect, empowerment, and creativity, creating a family-like, accountable, and innovative work atmosphere.

Role Description

This is a full-time on-site role for a Financial Advisor based in Kisumu County, Kenya. The Financial Advisor will be responsible for providing clients with sound advice and guidance on financial planning, investment strategies, retirement planning, and other financial advisory services. They will develop personalized financial plans for clients, assess clients' financial situations, and recommend financial products and services. The Financial Advisor will also maintain current knowledge of industry trends and regulatory requirements.

Qualifications

• Skills in Financial Planning, Finance, and Retirement Planning
• Experience with Investments and Financial Advisory
• Excellent analytical and problem-solving skills
• Strong communication and interpersonal skills
• Ability to work independently and as part of a team
• Bachelor's degree in Finance, Economics, Business, or related field
• Relevant certifications (e.g., CFP, CFA) are a plus

Company Description

Madison Group Limited is a leading locally owned insurance company in Kenya, established in 1988 following a merger between Crusader Plc and Kenya Commercial Insurance Corporation. With its headquarters in Nairobi and 27 branches across major towns in Kenya, Madison offers a wide range of life and general insurance, and investment management services. Despite economic challenges and intense industry competition, Madison has grown significantly, achieving a combined premium income of over 2 billion by the end of 2012. The company is dedicated to providing the best insurance products at reasonable prices while offering unparalleled customer service.

Role Description

This is a full-time on-site role located in Nairobi for a Financial Advisor. The Financial Advisor will conduct financial planning, provide investment advice, assist with retirement planning, and offer comprehensive financial advisory services. The day-to-day tasks include meeting with clients to discuss financial goals, analyzing financial data, creating strategies to meet financial objectives, and keeping clients informed about market trends and regulatory changes.

Qualifications

• Financial Planning and Finance skills
• Retirement Planning and Investments skills
• Financial Advisory skills
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Relevant certifications such as CFP, CFA, or equivalent are advantageous
• Bachelor's degree or Diploma in Finance, Economics, or related field

Company Description

ICEA LION Group is committed to becoming the leading Pan African provider of insurance and related financial services. Our mission is to protect and create wealth for our clients. We pride ourselves on upholding our brand promise: "For every life changing moment, we're better together." With a strong focus on customer-centric values, integrity, and delivering on our promises, we ensure our employees are valued and supported.

Role Description

This is a full-time, on-site role for an Insurance Sales Agent located in Mombasa. The Insurance Sales Agent will be responsible for selling insurance policies, providing excellent customer service, and managing insurance brokerage activities. The agent will also be involved in conducting sales presentations, meeting sales targets, and responding to client inquiries about insurance products.

Qualifications

• Certificate of proficiency in Insurance COP/ECOP mandatory
• Proficiency in Insurance Sales and general Sales activities
• Valid IRA licence
• Strong Customer Service skills
• selling skills
• Excellent communication and interpersonal skills
• Ability to work independently and meet sales targets
• Experience in the insurance industry is advantageous

Company Description

We suggest you enter details here.

Role Description

This is a full-time role for a Financial Advisor located on-site in Nairobi County, Kenya. The Financial Advisor will be responsible for providing professional financial guidance and planning to clients. Daily tasks include developing financial plans, advising on investments, and assisting clients with retirement planning. The role also involves continuous monitoring of clients' financial situations to ensure financial goals are met and adapting plans as needed.

Qualifications

• Strong skills in Financial Planning and Finance
• Experience and expertise in Retirement Planning and Investments
• Proficiency in Financial Advisory
• Excellent analytical and problem-solving abilities
• Strong interpersonal and communication skills
• Bachelor's degree in Finance, Economics, or a related field
• Certification as a Chartered Financial Analyst (CFA) or Certified Financial Planner (CFP) is a plus
• Ability to work independently and as part of a team

• Develop and implement personalized financial plans for clients.
• Provide expert advice on investments, retirement, and estate planning.
• Conduct thorough financial needs analyses.
• Monitor client portfolios and market conditions.
• Educate clients on financial strategies and products.
• Ensure compliance with regulatory requirements and ethical standards.
• Build and maintain strong, long-term client relationships.
• Identify opportunities for upselling and cross-selling services.
• Stay updated on financial markets and economic trends.
• Collaborate with internal teams to deliver comprehensive solutions.

• Develop and implement comprehensive financial plans for individual and corporate clients.
• Provide expert advice on investment strategies, retirement planning, estate planning, and risk management.
• Conduct in-depth financial needs analyses and assess client objectives and risk tolerance.
• Build and nurture long-term relationships with clients, ensuring their financial goals are met.
• Research and recommend suitable financial products and services, including investments, insurance, and annuities.
• Monitor client portfolios and market trends, making adjustments as necessary.
• Ensure compliance with all relevant financial regulations and ethical standards.
• Stay updated on market developments, financial products, and industry best practices.
• Prepare and present financial reports and recommendations to clients.
• Collaborate with internal teams and external partners to provide holistic financial solutions.
• Achieve and exceed personal and team sales targets for financial products and services.

• Bachelor's degree in Finance, Economics, Business Administration, or a related field. Relevant professional certifications (e.g., CFP, Series 7/66) are highly desirable.
• Minimum of 7 years of experience in financial planning, wealth management, or investment advisory.
• Proven track record of successfully managing client portfolios and achieving financial objectives.
• In-depth knowledge of financial markets, investment products, insurance, and retirement planning strategies.
• Excellent communication, interpersonal, and presentation skills.
• Strong analytical and problem-solving abilities.
• Demonstrated ability to build and maintain strong client relationships.
• Proficiency in financial planning software and CRM systems.
• Ability to work effectively in a hybrid environment, balancing remote and in-office responsibilities.
• High ethical standards and a commitment to client best interests.

• Conduct in-depth financial needs analyses for clients, including retirement planning, investment strategies, risk management, and estate planning.
• Develop and present comprehensive, personalized financial plans tailored to individual client objectives and risk tolerance.
• Recommend and implement appropriate investment products, such as mutual funds, stocks, bonds, and insurance.
• Monitor client portfolios regularly and provide performance updates, making adjustments as necessary.
• Stay current with market trends, economic conditions, and changes in financial regulations and products.
• Ensure all recommendations and actions comply with regulatory requirements and company policies, acting in a fiduciary capacity.
• Build and maintain strong, long-term relationships with clients through regular communication and proactive service.
• Identify opportunities to cross-sell additional financial products and services where appropriate.
• Collaborate with other financial professionals (e.g., accountants, lawyers) to provide holistic client solutions.
• Continuously enhance professional knowledge through ongoing education and training.