Job Description
Company Description Prudential, founded in London in 1848, is one of the world’s oldest and largest insurance and financial services companies. The organization has supported individuals and families in planning and protecting their financial futures for more than 165 years. Guided by core values of integrity, security, and prudence, Prudential has earned a reputation as a trusted provider of financial solutions globally. Today, the company serves around 24 million customers across the UK, the US, Asia, and Africa, including a growing presence in Uganda. Prudential Uganda offers opportunities to work within a stable, values-driven multinational environment.
Role Description This is a full-time Financial Advisor role based in Kampala, structured as a hybrid position with a mix of on-site work and some work-from-home flexibility. The Financial Advisor will engage clients to understand their financial goals, assess their current financial situation, and develop tailored plans for savings, investments, insurance, and retirement. Daily activities include meeting existing and prospective clients, presenting Prudential’s financial solutions, preparing and reviewing financial proposals, and following up to ensure client satisfaction and retention. The role involves monitoring market trends and product updates, maintaining accurate client records, and ensuring compliance with regulatory and company policies. The Financial Advisor will collaborate with colleagues, attend periodic training, and contribute to sales targets and business growth objectives.
Qualifications
• Candidates should possess strong skills in Financial Planning and Financial Advisory to analyze client needs and design suitable financial solutions.
• Candidates should possess solid knowledge of Finance and Investments to explain products clearly and guide clients on building and managing portfolios.
• Candidates should possess expertise in Retirement Planning to help clients prepare long-term strategies for income security and protection.
• Candidates should have excellent communication, presentation, and interpersonal skills to build trust and maintain long-term client relationships.
• Candidates should demonstrate high ethical standards, integrity, and adherence to regulatory and compliance requirements.
• Candidates should have strong analytical and numeracy abilities, with proficiency in basic computer applications and digital tools.
• A diploma or degree in Finance, Business, Economics, Accounting, or a related field is preferred; professional certifications in financial services are an added advantage.
• Prior experience in financial advisory, insurance, banking, or sales is beneficial, though motivated early-career professionals will also be considered.
Role Description This is a full-time Financial Advisor role based in Kampala, structured as a hybrid position with a mix of on-site work and some work-from-home flexibility. The Financial Advisor will engage clients to understand their financial goals, assess their current financial situation, and develop tailored plans for savings, investments, insurance, and retirement. Daily activities include meeting existing and prospective clients, presenting Prudential’s financial solutions, preparing and reviewing financial proposals, and following up to ensure client satisfaction and retention. The role involves monitoring market trends and product updates, maintaining accurate client records, and ensuring compliance with regulatory and company policies. The Financial Advisor will collaborate with colleagues, attend periodic training, and contribute to sales targets and business growth objectives.
Qualifications
• Candidates should possess strong skills in Financial Planning and Financial Advisory to analyze client needs and design suitable financial solutions.
• Candidates should possess solid knowledge of Finance and Investments to explain products clearly and guide clients on building and managing portfolios.
• Candidates should possess expertise in Retirement Planning to help clients prepare long-term strategies for income security and protection.
• Candidates should have excellent communication, presentation, and interpersonal skills to build trust and maintain long-term client relationships.
• Candidates should demonstrate high ethical standards, integrity, and adherence to regulatory and compliance requirements.
• Candidates should have strong analytical and numeracy abilities, with proficiency in basic computer applications and digital tools.
• A diploma or degree in Finance, Business, Economics, Accounting, or a related field is preferred; professional certifications in financial services are an added advantage.
• Prior experience in financial advisory, insurance, banking, or sales is beneficial, though motivated early-career professionals will also be considered.