Financial Advisor

21 hours ago

Nairobi, Nairobi Area, Kenya Madison Group Kenya Full time 600,000 - 1,200,000 per year

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

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