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Financial Advisors job at UAP Old Mutual Insurance
Job Description
About the Organization:
Provide advice and services related to financial planning, investment management, and other areas of personal finance
UAP Old Mutual Group is a subsidiary of Old Mutual Limited (OML) based in South Africa and operates in 13 Markets across the region including Uganda. We’re an integrated financial services provider in East Africa, leveraging on the strength of our capabilities in local expertise and the global group. We’re glad to partner with individuals and corporates to provide financial solutions including, General Insurance, Life Insurance, Asset Management, Investment and Banking.
Our Vision is to be our customers’ most trusted lifetime partner, passionate about helping them achieve their financial goals. And, by helping generations achieve those goals, help build the financial prosperity of the societies, businesses and shareholders we engage with. In Uganda, we’re the second-largest insurance company and are also ISO 9001:2015 certified. We hold one of the highest credit rating in the market today (Global Credit Rating A+), a reflection of our ability to meet our liabilities.
Organization:
Duties and Responsibilities
Provide advice and services related to financial planning, investment management, and other areas of personal finance
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UAP Old Mutual Insurance
Chartered Financial Analyst (CFA): A CFA charterholder specializes in investment management. The CFA program focuses on advanced investment analysis and portfolio management and requires passing three levels of exams.
Certified Public Accountant (CPA): CPAs are experts in accounting and tax planning. Some CPAs also hold the Personal Financial Specialist (PFS) credential, indicating additional expertise in financial planning.
Chartered Financial Consultant (ChFC): Similar to the CFP, this designation requires additional coursework in financial planning, with a focus on insurance and risk management.
Registered Investment Advisor (RIA): RIAs are registered with the SEC or state regulators and are legally obligated to act in their clients' best interests. They typically manage investment portfolios and offer financial advice.
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Qualifications and Experience
How to Apply:
Deadline for Application
June 2, 2024
Interested candidates should send a cover letter with detailed CV, phone contacts and copies of professional/ educational certificate Email Your Resume: assemuwemba@uapoldmutual.com
June 2, 2024