Independent Financial Advisors (IFA)

Role Description

• This is a remote role for an Independent Financial Advisor (IFA) at Ndovu.
• The IFA will help Ndovu find and sign up new clients for our investment products.
• Share information about Ndovu’s services and explain how our products can help clients grow their money.
• Support clients through the sign-up process, including helping them with forms and getting them set up on the platform.
• Be available to assist clients after they’ve invested, answering any questions and guiding them as they manage their accounts.
• Keep clients informed about new investment options, updates from the market, and any important news from Ndovu.
• Follow Ndovu’s guidelines on how to present and sell our products, while also making sure all activities meet industry rules and regulations.

Qualifications

• Proven experience as a financial advisor, sales agent, or similar role within the financial services industry.
• Strong knowledge of investment products such as money market funds, ETFs, shares, and commodities.
• Excellent interpersonal and communication skills.
• Ability to work independently and meet targets with minimal supervision.
• Familiarity with regulatory requirements in Kenya’s financial services sector.
• Relevant certifications such as CFP or CFA preferred.
• Bachelor's degree in Finance, Economics, or related field preferred