Independent Financial Advisor – Arima Fund Limited

Independent Financial Advisor – Arima Fund Limited

Location: Nairobi, Kenya

Summary:

Join Arima Fund Limited, an esteemed investment club partnered with ACTSERV, a renowned actuarial consulting firm, in their pursuit of financial stability and independence. We are currently seeking Independent Financial Advisors (IFAs) with a background in Sales & Marketing and experience in the financial services industry. As an IFA, you will play a pivotal role in sourcing, retaining, and growing our client base while earning competitive commissions. If you possess the drive, passion, and commitment to excel in this dynamic role, we invite you to apply.

About Arima Fund Limited:

Established in 2014, Arima Fund Limited aims to provide financial stability, security, and independence to its members. Our vision is to become the preferred investment destination, offering attractive returns to our members. Partnering with ACTSERV, a leading actuarial consulting firm operating across 13 African countries, has enabled us to identify superior investment opportunities both locally and internationally. At Arima Fund Limited, we tailor our products to meet the diverse investment needs of our members.

Key Responsibilities:

1. Sales Expertise: Utilize your sales acumen to effectively close deals and promote Arima investment products and services.
2. Client Needs Assessment: Understand clients’ financial goals and requirements to offer tailored investment solutions.
3. Regulatory Compliance: Ensure adherence to regulatory standards, including compliance with CMA regulations on private offers.

Qualifications:

Education: Diploma or Bachelor’s degree in Sales and Marketing or a related field.

Experience: Prior experience in sales, preferably in the financial services industry or selling financial products.

Knowledge: Familiarity with the investment industry is advantageous.

Professionalism: Demonstrate commitment to ethical values and integrity.

Attributes: Possess initiative, self-drive, and a strong work ethic.

Skills: Excellent prospecting, salesmanship, communication, networking, client retention, and relationship-building skills.

Application Process:

To apply, please submit your CV and cover letter in English language. Only shortlisted candidates will be contacted.

Sample Cover Letter for an Independent Financial Advisor:

Dear Hiring Manager,

I am writing to express my interest in the Independent Financial Advisor position at Arima Fund Limited, as advertised. With a proven track record in financial advisory services and a passion for helping clients achieve their financial goals, I am eager to contribute to the esteemed team at Arima Fund Limited.

During my tenure as a Financial Advisor at [Previous Company], I developed a strong foundation in investment strategies, portfolio management, and wealth planning. My experience in analyzing market trends, assessing risk, and providing tailored financial solutions has enabled me to build lasting relationships with clients and drive positive outcomes.

I am particularly drawn to Arima Fund Limited’s reputation for excellence in financial services and its commitment to delivering personalized solutions that align with clients’ unique objectives. I am inspired by the opportunity to leverage my expertise to help clients navigate complex financial landscapes and achieve financial security and prosperity.

I am confident that my dedication to client success, coupled with my analytical skills and industry knowledge, make me a strong candidate for the Independent Financial Advisor position at Arima Fund Limited. I am committed to upholding the company’s values of integrity, professionalism, and client-centricity, and I am excited about the possibility of contributing to the continued success of the organization.

Thank you for considering my application. I am eager to discuss how my skills and experiences align with the needs of Arima Fund Limited and how I can contribute to the achievement of its goals. I am available for an interview at your earliest convenience and can be reached at [Phone Number] or [Email Address].

Sincerely,

[Applicant’s Name]

How to Be a Successful Applicant for the Independent Financial Advisor Role:

1. Tailor Your Application: Customize your CV and cover letter to highlight relevant sales and financial industry experience.
2. Demonstrate Sales Success: Provide concrete examples of successful sales achievements and client relationships.
3. Showcase Financial Knowledge: Emphasize any relevant knowledge or certifications in the investment industry.
4. Highlight Professionalism: Showcase your commitment to integrity, ethics, and professionalism in your application.
5. Illustrate Initiative: Demonstrate your ability to take initiative, drive results, and work independently.
6. Communicate Effectively: Ensure clear and concise communication in your application materials.
7. Network: Leverage your professional network to explore additional opportunities and referrals.
8. Research the Company: Familiarize yourself with Arima Fund Limited and its investment products and services.
9. Prepare for Interviews: Anticipate potential interview questions and practice articulating your experiences and skills.
10. Follow Up: Send a polite follow-up email after submitting your application to express your continued interest in the position.

Possible Independent Financial Advisor Interview Questions With Answers:

1. Can you describe your experience in sales, particularly in the financial services industry? Example Answer: “Certainly. In my previous role at XYZ Financial Services, I consistently exceeded sales targets by building strong client relationships and offering tailored financial solutions.”
2. How do you approach assessing clients’ financial needs and goals? Example Answer: “I believe in active listening and asking probing questions to understand clients’ objectives, risk tolerance, and investment timelines.”
3. How do you ensure compliance with regulatory requirements in your sales activities? Example Answer: “I stay updated on regulatory changes and ensure all sales activities adhere to the relevant guidelines and regulations set forth by the regulatory authorities.”
4. Can you provide an example of a challenging client interaction and how you resolved it? Example Answer: “Certainly. In a recent interaction, a client expressed hesitancy due to market volatility. I addressed their concerns by explaining our risk management strategies and providing reassurance based on historical performance.”
5. How do you stay motivated and driven in a sales role? Example Answer: “I stay motivated by setting personal goals, tracking my progress, and celebrating successes along the way. Additionally, I find inspiration in helping clients achieve their financial goals.”

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We wish you the best in your application process and remind you that Arima Fund Limited is committed to attracting and retaining the best employees from all backgrounds without charging any application/recruitment fees, refundable or non-refundable.