Background

Platinum Credit Limited is a credit only Micro-Finance Company licensed in Kenya under the Company’s Act. The company, was founded in 2003 with a vision to provide emergency loans to Civil Servants, TSC members and employees of selected companies. We deliver cash in 24hours, with minimum bureaucracy and swift customer service.

Role Context

This is a full-time, on-site Financial Advisor role based in Ongata Rongai. The Financial Advisor will assist clients in achieving their financial goals by providing tailored financial planning, investment advice, and retirement planning services.

Responsibilities

Daily responsibilities include evaluating clients' financial needs, proposing suitable financial products, and maintaining ongoing client relationships to ensure their financial well-being. Additionally, the Financial Advisor will stay informed about market trends to provide the best possible recommendations for each client's situation.

Qualifications

• Proficiency in Financial Planning and Retirement Planning to help clients create and manage effective strategies for their future financial goals.
• Strong knowledge of Finance and Investments to evaluate and recommend appropriate financial solutions to clients.
• Experience in Financial Advisory to guide clients in making informed financial decisions.
• Excellent communication and interpersonal skills to effectively engage with clients and understand their financial needs.
• Ability to work efficiently in a dynamic, on-site environment.
• Prior experience in the microfinance sector or advisory roles is an added advantage.
• Bachelor's degree in Finance, Economics, Business Administration, or a related field is preferred.

• Evaluating clients' financial needs
• Proposing suitable financial products
• Maintaining ongoing client relationships to ensure their financial well-being
• Staying informed about market trends to provide the best possible recommendations for each client's situation

• Financial Planning
• Retirement Planning
• Finance and Investments knowledge
• Financial Advisory
• Communication skills
• Interpersonal skills

• Proficiency in Financial Planning and Retirement Planning
• Strong knowledge of Finance and Investments
• Experience in Financial Advisory
• Excellent communication and interpersonal skills
• Ability to work efficiently in a dynamic, on-site environment
• Prior experience in the microfinance sector or advisory roles is an added advantage
• Bachelor's degree in Finance, Economics, Business Administration, or a related field is preferred