Requirements for financial advisor

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...

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

Dedicated Financial Advisor at Jubilee Insurance

Financial Advisor at Ital Global

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...

Insurance Jobs In Kenya.Job Ref. No: JAML004Position: Independent Financial Advisors (IFA)Jubilee Insurance was established in August 1937, as the first locally incorporated Insurance Company based in Mombasa. JubileeInsurance has spread its sphere of influence throughout the region to become the largest Composite insurer in East Africa, handlingLife, Pensions, General and Medical Insurance. Toda...

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. Role Purpose The job holder will be responsible of providing professional financial ...

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...

Role PurposeThe job holder will be responsible of providing professional financial advice to Unit linked investment product Holders, meeting set revenue budgets, and effectively building and growing a portfolio of clients for Unit linked investment solution. Additionally, the role holder will be responsible for growth of unit linked products portfolio, ensuring seamless customer experiences, 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...

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...

Financial Advisor Internship at Ital Global

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...

Independent Financial Advisor (IFA) at Jubilee Insurance