Financial Advisor
AI summary
ICEA LION Uganda is hiring a full-time Financial Advisor based in Kampala to assess client financial goals and recommend insurance, pension, and investment solutions. The role involves preparing financial plans, conducting portfolio reviews, and building a client portfolio through networking and referrals. A bachelor's degree in Finance, Economics, Business, or a related field is required, and experience in financial services or advisory roles is preferred.
- Full-time on-site role based in Kampala
- Focus on insurance, pensions, and investment advisory
- Requires bachelor's degree in Finance, Economics, Business, or related field
- Experience in financial services or advisory preferred
- Client portfolio building through networking and referrals
AI job guide
Use this guide to check salary signals, requirements, documents, application steps and safety before you apply.
AI salary guide
Not enough public dataNot enough public salary data is available for this exact role. Before applying, prepare to ask about gross pay, benefits, contract length, probation period, transport and any allowances.
Can you qualify for this role?
- UnclearRelated work experienceThe text mentions experience, but the exact level should be confirmed at source.
- RequiredEducation or certification mentioned in the postThe captured text mentions education, a diploma, certificate, or licence.
- PreferredPractical evidence in security, internship, segurancaThe tags and summary point to skills connected with this role.
- RequiredAvailability to work in Not specifiedThe vacancy is associated with this location.
- UnclearComfort with the Full Time contract termsConfirm hours, duration, probation and benefits at the original source.
Documents to prepare
- Likely requiredUpdated CV
- Role specificCover letter or short employer message
- OptionalProfessional references
- Role specificAcademic or professional certificates
- VerifyID or passport only after verifying the employer
Application tips for this job
- Place your strongest Financial Advisor evidence in the first half of your CV.
- In your cover letter or employer message, connect your experience to ICEA LION Uganda and the role in Not specified.
- Add concrete examples related to security, internship, seguranca, ideally with measurable outcomes or clear responsibilities.
- Follow the instructions from BrighterMonday Uganda; avoid sending documents to unofficial contacts or copied links.
- Confirm the deadline, interview location and employer contact before sharing personal documents.
- Prepare a polite question about pay, benefits and contract terms for later interview stages.
Source and safety check
- BrighterMonday Uganda
- Original source link available
- Application method is clear
- Deadline not specified
- No major risk signal was detected in the captured text.
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Interview preparation
- What experience makes you a strong fit for this Financial Advisor role in security, internship?
- How have you handled responsibilities similar to those in this job post?
- Are you available to work in Not specified under the listed contract or schedule?
- Prepare examples with clear responsibilities, tools used and measurable outcomes.
- Review the source and research ICEA LION Uganda before the interview.
Ask what the first priorities will be in the role and how success will be measured.
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Original source description
- I
- Financial Advisor
- Icea Lion Uganda
- Accounting, Auditing & Finance
- Today
- New
- Kampala
- Full Time
- Banking, Finance & Insurance
- Confidential
- Share link
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- Language Requirement:
- English
- Working Hours:
- Full Time - 8 to 5
- Applicant
- Location:
- Uganda
- Job descriptions &
Requirements
Company Description
ICEA LION Uganda is a financial services provider offering a comprehensive suite of insurance, pensions, and investment solutions designed to help clients secure their financial future. The company focuses on long-term financial security, supporting individuals and businesses with products tailored to their needs. Operating in Uganda, ICEA LION Uganda emphasizes professional service, ethical practices, and customer-centric solutions. Prospective team members join a mission-driven organization committed to building financial stability for clients today and for the years ahead.
Role Description
This is a full-time, on-site Financial Advisor role based in Kampala. The Financial Advisor will meet with clients to assess their financial goals, analyze their current financial situation, and recommend suitable insurance, pension, and investment solutions.
Responsibilities
include preparing financial plans, explaining product options, conducting regular portfolio reviews, and ensuring clients understand risk and return profiles. The role also involves maintaining accurate client records, following compliance and regulatory guidelines, and collaborating with internal teams to deliver seamless service. The Financial Advisor will proactively build and manage a client portfolio through networking, referrals, and follow-up meetings.
Qualifications
Candidates should possess strong Financial Planning and Retirement Planning skills to help clients set and achieve long-term financial goals.
Candidates should possess solid Finance and Investments skills to analyze products, markets, and client portfolios.
Candidates should possess Financial Advisory skills to provide clear, ethical, and tailored guidance to diverse clients.
Excellent communication, interpersonal, and presentation skills, with the ability to explain complex financial concepts in simple terms.
Strong analytical and numerical abilities, attention to detail, and a client-focused mindset.
Bachelor’s degree in Finance, Economics, Business, or a related field; relevant professional certifications are an added advantage.
Proven
Experience
- in financial services, insurance, investments, or a related advisory role is preferred.
- Ability to work on-site in Kampala, manage multiple client relationships, and adhere to regulatory and ethical standards.
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