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Financial Advisors job at UAP Old Mutual Insurance

About the Organization

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.

Job Description

Financial advisors are professionals who provide advice and services related to financial planning, investment management, and other areas of personal finance

Duties and Responsibilities

Qualification, Experiences and Competencies

  • 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.

How to Apply

Interested candidates should send a cover letter with detailed CV, phone contacts and copies of professional/ educational certificate
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