Financial Advisor

Company Description Leadway is one of Nigeria’s foremost non-banking financial services providers, known for strong customer focus, operational excellence, and consistent business performance. As a holding company, Leadway operates across multiple specialties, including life and non-life insurance, pension funds administration, health management, asset management, and wills and trusts management. Its associate companies include Leadway Assurance, Leadway Pensure, Leadway Health, Leadway Capital and Trusts, Leadway Asset Management, Leadway Properties and Investments, Ankara (HMO Côte d’Ivoire), and Leadwayassurance (Côte d’Ivoire). Leadway serves both individual and corporate clients across key industries such as construction and engineering, manufacturing, oil and gas, shipping, aviation, and government agencies. The organization offers a dynamic environment for professionals seeking to grow in the broader financial services sector.

Role Description This is a full-time Financial Advisor role based in Lagos, structured as a hybrid position with both on-site and work-from-home flexibility. The Financial Advisor will engage with individual and corporate clients to assess their financial goals, analyze current financial situations, and develop tailored financial plans. Day-to-day responsibilities include advising on investments, retirement planning, insurance solutions, and other financial products within Leadway’s portfolio. The role involves preparing and presenting recommendations, maintaining accurate client records, and ensuring compliance with internal policies and regulatory standards. The Financial Advisor will also collaborate with internal teams, participate in client acquisition and retention activities, and stay current on market trends and product offerings.

Qualifications

• Candidates should possess strong Financial Planning and Financial Advisory skills.
• Candidates should possess solid Finance and Investments skills.
• Candidates should possess experience with Retirement Planning and long-term wealth strategies.
• Relevant tertiary education in Finance, Economics, Business, Accounting, or a related field is preferred.
• Professional certifications (e.g., CFP, CFA, or local equivalents) are an advantage.
• Strong analytical, numerical, and problem-solving abilities, with attention to detail.
• Excellent communication and interpersonal skills, with the ability to build trust-based client relationships.
• Comfort with hybrid work arrangements and proficiency in using digital tools for client engagement and reporting.
• Prior experience in financial services, insurance, or wealth management is beneficial.