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Financial Advisor Job in Jinja - Old Mutual Uganda

Old Mutual Uganda Jinja, Uganda
Full-time Senior Banking, Finance & Insurance
Posted 23 December 2025
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23 December 2025
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Open
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Job Description

Financial Advisor Career Opportunity at Old Mutual Uganda

Old Mutual Uganda, a leading financial services provider, is seeking an experienced and qualified Financial Advisor to join our team in Jinja. This is an excellent opportunity for a finance professional to build a rewarding career while helping Ugandan clients achieve their financial goals.

About Old Mutual Uganda

Old Mutual is a premier pan-African financial services group with a strong presence in Uganda. We are committed to helping our customers achieve their lifetime financial goals through innovative insurance, investment, savings, and lending solutions. Our reputation is built on trust, integrity, and exceptional service delivery across East Africa.

Job Responsibilities

As a Financial Advisor with Old Mutual Uganda, you will play a crucial role in providing expert financial guidance to our valued clients in the Jinja region and beyond. Your key duties will include:

  • Conducting comprehensive financial consultations with individual and corporate clients
  • Developing personalised financial plans and investment strategies
  • Managing client investment portfolios and providing regular performance reviews
  • Advising on and selling appropriate financial products including insurance, retirement plans, and investment funds
  • Building and maintaining strong, long-term client relationships
  • Staying updated on Ugandan financial markets, regulations, and economic trends
  • Meeting and exceeding sales targets while maintaining high ethical standards

Qualifications and Requirements

  • Bachelor's degree in Finance, Economics, Business Administration, or a related field from a recognised institution
  • Minimum of 5 years of proven experience as a Financial Advisor, Investment Consultant, or similar role in Uganda
  • Professional certification such as CFA (Chartered Financial Analyst) or CFP (Certified Financial Planner) is highly preferred
  • Strong sales acumen with a track record of meeting targets in the Ugandan market
  • Excellent analytical skills and ability to interpret complex financial data
  • Outstanding communication and interpersonal skills
  • Valid practising certificate from relevant Ugandan authorities
  • Knowledge of Ugandan financial regulations and tax laws

What We Offer

  • Competitive remuneration package with performance-based incentives
  • Comprehensive training and professional development opportunities
  • Career growth prospects within a leading pan-African financial institution
  • Supportive work environment with modern tools and resources
  • Health insurance and other company benefits
  • Opportunity to make a meaningful impact on clients' financial wellbeing

How to Apply

Interested candidates who meet the above qualifications should submit their application through our online portal by 5th December 2024. Only shortlisted candidates will be contacted for interviews.

Application Deadline: 5th December 2024

Job Location: Jinja, Uganda

Apply Online: https://oldmutual.wd3.myworkdayjobs.com/Old_Mutual_Careers/job/Jinja-Uganda/Financial-Advisor_R-1810

Old Mutual Uganda is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

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Job Summary

Type
Full-time
Experience
Senior
Category
Banking, Finance & Insurance
Location
Jinja, Uganda
Applications Closed

This job is no longer accepting applications

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