independent financial advisor career

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.ResponsibilitiesProvide financial planning support to clientsSupport investment professionals to cultivate client relationshipsPrepare financial plan...

Job Brief The Private Wealth Financial Advisor's role is to increase Assets Under Management for the organization through the sale of Private Wealth products in line with set targets. Principal Accountabilities: Develop a knowledge of the client's entire financial situation and be able to structure a goals-based investment and financial plan. Develop and deliver private wealth education presentat...

Provide financial planning support to clientsSupport investment professionals to cultivate client relationshipsPrepare financial plans and check their accuracy

Jubilee Insurance is the number one insurer in East Africa with over 450,000 clients. Jubilee Insurance has a network of offices in Kenya, Uganda, Tanzania, Burundi, and Mauritius. It is the only ISO certified insurance group listed on the three East Africa stock exchanges The Nairobi Securities Exchange (NSE), Dar es Salaam Stock Exchange and Uganda Securities Exchange. Its regional offices are ...

Centum is East Africa s leading investment company listed on the Nairobi Securities Exchange and Uganda Securities Exchange. We are an investment channel providing investors with access to a portfolio of inaccessible, quality, diversified investments. Job Brief The Private Wealth Financial Advisor s role is to increase Assets Under Management for the organization through the sale of Private Wealt...

Pathfinder is driven by the conviction that all people, regardless of where they live, have the right to decide whether and when to have children, to exist free from fear and stigma, and to lead the lives they choose. Summary of Role: Serves as the primary support for the finance functions of Pathfinder country offices. Ensures that all field financial activities are managed and administered acco...

Summary of Role:Serves as the primary support for the finance functions of Pathfinder country offices. Ensures that all field financial activities are managed and administered according to Pathfinder and donor regulations and policies. Assists with financial capacity building and development provided to country offices. Focuses on operational excellence within accounting, financial reporting, and...

Summary of Role:Serves as the primary support for the finance functions of Pathfinder country offices. Ensures that all field financial activities are managed and administered according to Pathfinder and donor regulations and policies. Assists with financial capacity building and development provided to country offices. Focuses on operational excellence within accounting, financial reporting, and...

Role Description Read>>>5 Top Skills Employers Want to See in Your CV Qualifications Read>>>The Benefits of Gaining a New Accounting Certification How To Apply Interested persons to send their CV and Application letters to [email protected]

The RoleTransforming our communities by turning their dreams into life through the promotion of our innovative Insurance products to prospective clients, maintaining relationships, and identifying growth opportunities.

Insurance Jobs In Kenya. Independent Financial Advisors (IFA) at Jubilee Insurance Jubilee Insurance was established in August 1937, as the first locally incorporated Insurance Company based in Mombasa in 1937. Jubilee Insurance has spread its sphere of influence throughout the region to become the largest Composite insurer in East Africa, handling Life, Pensions, general and Medical insurance. J...

The Tony Blair Institute for Global Change supports political leaders and governments to build open, inclusive and prosperous societies in a globalised world. We do this through developing policy and advising governments. Role Summary Our new Global Client Solutions team is at the heart of how we capture what we do and then deploy the best of the Institute and our networks to global leaders throu...

We deliver open source to the world faster, more securely and more cost effectively than any other company. If you re interested in a career at Canonical, we are a remote-first company so please apply to any suitable role as skills are valued more than location, despite some having a preferred geographic preference. The role of a Financial Analyst at Canonical As a Financial Analyst, you ll be a ...

Job Ref. No: JAML006 Role Purpose To provide Professional Investment Advisory services to our clients within the Retail, High Net worth & Institutional segments. The successful candidate will be responsible for sourcing, retaining, and growing a client base by implementing financial planning solutions in line with the client s needs. The role holder will be required to be up to date with macro-ec...

Meeting clients to understand their financial objectives by selling & cross selling of all JAML Investment products and services.Managing, maintaining and building new and existing client relationships.Preparing and presenting proposals to existing and potential clientsProvide direct sales support (quality lead generation and effective follow-up) to generate and convert quality leads into sales.P...

Job Description We are seeking a highly skilled and detail-oriented Remote Financial Accountant to join our team. As a Remote Financial Accountant, you will play a vital role in ensuring accurate financial reporting, maintaining compliance with regulations, and providing valuable insights for decision-making. This is a remote position, offering the flexibility to work from anywhere. What we offer...

Cobblestone seeks to generate value through extensive research and advanced data analytics. We evaluate opportunities in the market to drive profitable decision making with strong risk management. We buy and sell enough electricity every day to power a whole country. Summary We are seeking a highly skilled and detail-oriented Remote Financial Accountant to join our team. As a Remote Financial Acc...

A. ResponsibilitiesThe advisor is responsible forBusiness development support for growth-oriented SMEs with innovativebusiness models contributing to climate change adaptation. Awarenessraising and network building among impact investors for investmentopportunities in the field of adaptation to climate change, including in the water,energy and agriculture sectors.Steeringof multi-stakeholder proc...

We are seeking a highly skilled and detail-oriented Remote Financial Accountant to join our team. As a Remote Financial Accountant, you will play a vital role in ensuring accurate financial reporting, maintaining compliance with regulations, and providing valuable insights for decision-making. This is a remote position, offering the flexibility to work from anywhere.What we offer in this roleChal...

The role of a Financial Analyst at Canonical As a Financial Analyst, you'll be a core member of the FP&A Team and wider finance team. You will play a key part in our monthly business reviews, quarterly forecasting, annual planning, and continuously drive cross-functional business alignment. Our ideal candidate is a highly analytical independent thinker, who has a desire to learn how to leverage b...