Financial Advisor

Company Description

Leadway is one of Nigeria’s leading and largest non-banking financial services providers, known for its customer-centric approach, operational excellence, and outstanding business performance. As a holding company, Leadway operates across diverse financial service areas, including Insurance, Pension Fund Administration, Health Management, Asset Management, and Wills and Trusts. Its associate companies include Leadway Assurance, Leadway Pensure, Leadway Health, Leadway Capital and Trusts, and several others with a presence in Cote D’Ivoire. Serving individuals and corporate clients across major industries such as Construction, Manufacturing, Oil & Gas, and Government, Leadway is a trusted partner for long-term financial services in Nigeria and beyond.

Role Description

This is a full-time hybrid role for a Financial Advisor based in Lagos, Nigeria, with flexibility for partial remote work. The Financial Advisor will identify, analyze, and meet the financial planning needs of clients, offering expert advice and tailored solutions. Day-to-day responsibilities include developing financial plans, providing guidance on investments and retirement planning, and addressing comprehensive financial matters. The Financial Advisor will also build and maintain client relationships while ensuring they are informed about the most suitable financial opportunities available.

Qualifications

• Strong proficiency in Financial Planning, Finance, and Retirement Planning
• In-depth knowledge of Investments and strategies for high-yield financial growth
• Proven expertise in Financial Advisory, including client relationship management
• Excellent analytical, presentation, and communication skills
• Ability to understand and align with client-specific financial goals
• Bachelor's degree in Finance, Economics, Business Administration, or a related field
• Relevant certifications such as CFP (Certified Financial Planner) are a plus
• Experience within the financial services industry or similar fields is highly advantageous

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