ICEA Lion Group Financial Advisor Jobs in Kenya

ICEA Lion Group Financial Advisor Jobs in Kenya;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

Strong skills in Financial Planning and Retirement Planning to design and implement comprehensive, long‑term strategies for clients.

Solid knowledge of Finance and Investments to analyze options, manage portfolios, and guide clients toward suitable financial products.

Proven Financial Advisory skills to build trust, provide clear recommendations, and

support clients through key financial decisions.

Excellent communication and interpersonal skills, with ability to explain complex financial concepts clearly.

Strong analytical and problem‑solving abilities, attention to detail, and high level of integrity and ethical judgment.

Relevant academic qualifications in Finance, Economics, Business, or related field; professional certifications in financial planning or advisory are an added advantage.

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ICEA Lion Group Financial Advisor Jobs in Kenya

Scholarship 2026/27

Scholarship 2026/27