Financial Advisor

Company Description Leadway is one of Nigeria’s largest non-banking financial services providers, known for strong customer focus, operational excellence, and solid business performance. As a diversified holding company, Leadway operates across insurance (life and non-life), pension fund administration, health management, asset management, and wills and trusts services. Its associate companies include Leadway Assurance, Leadway Pensure, Leadway Health, Leadway Capital and Trusts, Leadway Asset Management, Leadway Properties and Investments, Ankara (HMO Cote d’Ivoire), and Leadwayassurance (Cote d’Ivoire). Leadway serves both individual and corporate clients across major sectors including construction, engineering, manufacturing, oil and gas, shipping, aviation, government agencies, and public institutions. The organization offers a dynamic environment for professionals interested in building careers in integrated financial services.

Role Description This is a full-time Financial Advisor role based in Lagos with a hybrid work arrangement, combining on-site and work-from-home flexibility. The Financial Advisor will provide tailored financial guidance to individual and corporate clients, including needs assessment, goal setting, and developing comprehensive financial plans. Daily activities include analyzing client financial information, recommending appropriate products and services across insurance, pensions, investments, and wealth protection, and supporting retirement planning strategies. The role involves maintaining ongoing client relationships, monitoring portfolio performance, and adjusting plans as market conditions and client circumstances evolve. The Financial Advisor will also collaborate with internal teams, attend training sessions, and participate in business development initiatives to grow the client base in alignment with Leadway’s standards and regulatory requirements.

Qualifications

• Strong financial planning and advisory skills, including Financial Planning and Financial Advisory experience.
• Solid foundation in Finance and Investments, with the ability to analyze financial products and market trends.
• Knowledge of Retirement Planning, including designing long-term strategies for income, savings, and protection.
• Excellent communication, interpersonal, and relationship-management skills, with a client-centric mindset.
• Relevant academic background in Finance, Economics, Business, or related fields; professional certifications (e.g., CFP, CFA, or local equivalents) are an advantage.
• Ability to work effectively in a hybrid environment, manage multiple client portfolios, and adhere to regulatory and ethical standards.
• Proficiency in basic financial software and MS Office tools; strong analytical and problem-solving abilities.
• Prior experience in financial services, insurance, pensions, or investment advisory within Nigeria is highly beneficial.