Financial Advisor

Company Description Leadway is one of Nigeria’s foremost non-banking financial services providers, known for strong customer focus, operational excellence, and solid business performance. As a holding company, Leadway operates across multiple financial services sectors, including insurance (life and non-life), pension fund 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 Cote d’Ivoire), and Leadwayassurance (Cote d’Ivoire). Leadway serves both individual and corporate clients across major industries such as construction, manufacturing, oil and gas, shipping, aviation, and government. The organization offers a dynamic environment for professionals looking to build a career in diversified financial services.

Role Description This is a full-time Financial Advisor role based in Nigeria with a hybrid work arrangement, combining on-site work with some work-from-home flexibility. The Financial Advisor will provide comprehensive financial advisory services to individual and corporate clients, helping them plan for long-term goals such as retirement, wealth preservation, and risk management. Daily responsibilities include assessing client financial needs, analyzing existing portfolios, and recommending appropriate insurance, investment, and retirement planning solutions that align with Leadway’s offerings. The role involves preparing and presenting financial plans, explaining complex financial concepts in clear terms, and maintaining ongoing client relationships through regular reviews and updates. The Financial Advisor will also collaborate with internal teams, stay current on market trends, regulatory changes, and product developments, and support business growth through ethical prospecting and client referrals.

Qualifications

• Candidates should possess strong Financial Planning and Retirement Planning skills to design and implement tailored financial strategies.
• Candidates should possess solid Finance and Investments knowledge to analyze portfolios and recommend suitable products and asset allocations.
• Candidates should possess robust Financial Advisory capabilities to guide clients, communicate options clearly, and support informed decision-making.
• Relevant bachelor’s degree in Finance, Economics, Business, Accounting, or a related field; professional certifications (e.g., CFP, CFA, or local equivalents) are an advantage.
• Proven experience in financial services, insurance, banking, or wealth management, with a track record of client relationship management.
• Strong analytical, numerical, and problem-solving skills, with attention to detail and adherence to regulatory and compliance requirements.
• Excellent communication and presentation skills, with the ability to explain financial concepts to diverse clients and build trust-based relationships.
• Comfort with hybrid work arrangements, proficiency in productivity and CRM tools, and a high level of integrity, professionalism, and customer-centric focus.