Financial Planning Consultant

Company Description Leadway is one of Nigeria’s largest non-banking financial services providers, known for customer-centric solutions, operational excellence, and strong 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 Côte d'Ivoire), and Leadwayassurance (Côte d’Ivoire). Leadway serves individuals and corporate clients across major industries such as construction, manufacturing, oil and gas, shipping, aviation, and government sectors. This broad footprint creates a dynamic environment and varied client base for financial professionals.
Role Description The Financial Planning Consultant is a full-time role based in Lagos with a hybrid work arrangement, combining on-site collaboration and some work-from-home flexibility. The consultant will provide tailored financial planning advice to individual and corporate clients, including retirement planning, investment recommendations, and risk management strategies. Day-to-day responsibilities include assessing client financial goals, analyzing financial information, preparing comprehensive financial plans, and presenting clear recommendations. The role also involves ongoing portfolio review, monitoring market developments, and ensuring that client strategies remain aligned with regulatory requirements and changing life circumstances. The consultant will work closely with internal teams across Leadway’s business units to deliver integrated financial solutions and maintain strong client relationships.
Qualifications

• Candidates should possess strong skills in Financial Planning and Finance, with the ability to develop comprehensive, data-driven recommendations.
• Candidates should possess expertise in Retirement Planning and Investments to support clients in long-term wealth creation and preservation.
• Candidates should possess solid knowledge of Financial Services, including products such as insurance, pensions, and asset management.
• Relevant bachelor’s degree in Finance, Economics, Business, or a related field; professional certifications (e.g., CFP, CFA, or equivalent) are an added advantage.
• Strong analytical, quantitative, and problem-solving abilities, with attention to detail and sound judgment.
• Excellent communication and presentation skills, with the ability to explain complex concepts in clear, accessible language.
• Client-focused mindset, integrity, and the ability to build trust-based, long-term relationships.
• Proficiency in financial planning tools, spreadsheets, and general office software; experience in the Nigerian financial market is beneficial.