Financial Advisor

About the role

ICEA LION Uganda offers insurance, pensions and investment solutions and is looking for a Financial Advisor. This is a full-time, on-site position based in Kampala. The advisor meets clients to understand their financial goals, assess their current situation and develop tailored financial plans.

Key responsibilities

• Advise clients on insurance, pensions and investment products, explaining options and risks so they can make informed decisions.
• Follow up regularly with clients to review and adjust their plans.
• Prepare proposals and reports.
• Ensure compliance with company policies and regulatory guidelines.
• Build and maintain a client portfolio through networking, referrals and participation in marketing and client education activities.

Required profile

• Strong skills in financial planning and retirement planning.
• Solid knowledge of finance and investments to analyse opportunities, assess risk and recommend suitable products.
• Expertise in financial advisory, delivering clear, ethical and client-focused guidance.
• Degree or diploma in Finance, Economics, Business or a related field is beneficial.
• Professional certification in financial planning or investment advisory, strong analytical skills and excellent communication skills are advantageous.
• Proven customer service orientation, high ethical standards and the ability to work with diverse clients in a fast-paced, target-driven environment.