Hire
Request a hire Locum cover
Find work
Jobs Locum shifts CV builder CV writing service Cover letters
Pricing About
Sign in Create account
Financial Advisor
ICEA Lion Group · Machakos
Full Time · On-site · Mid Level · Posted Oct 2026 | closes 27 Nov 2026
Apply on ke.linkedin.com You apply directly with ICEA Lion Group.
Save this job for later

Description

Role Description

  • This is a full-time, on-site Financial Advisor role based in Machakos.
  • The Financial Advisor will engage with clients to understand their financial goals, assess their current financial situations, and provide tailored recommendations on savings, investments, insurance, and retirement planning. Day-to-day tasks include conducting financial needs analyses, preparing and presenting financial plans, monitoring client portfolios, and scheduling regular review meetings to adjust strategies as needed.
  • The role also involves educating clients on ICEA LION Group’s products and services, ensuring compliance with internal policies and regulatory requirements, and maintaining accurate documentation of all client interactions.
  • The Financial Advisor will collaborate with internal teams to deliver comprehensive financial solutions and contribute to business growth through client retention and acquisition.

Qualifications

  • Candidates should possess strong skills in Financial Planning and Retirement Planning to design and implement comprehensive, long-term strategies for clients.
  • Candidates should possess solid knowledge of Finance and Investments to analyze options, manage portfolios, and guide clients toward suitable financial products.
  • Candidates should possess proven Financial Advisory skills to build trust, provide clear recommendations, and support clients through key financial decisions.
  • Candidates should possess excellent communication and interpersonal skills, with the ability to explain complex financial concepts in a clear, accessible manner.
  • Candidates should possess strong analytical and problem-solving abilities, attention to detail, and a high level of integrity and ethical judgment.
  • Relevant academic qualifications in Finance, Economics, Business, or a related field; professional certifications in financial planning or advisory are an added advantage.
  • Ability to work effectively with diverse clients, manage time efficiently, and meet performance targets in an on-site environment in Machakos.