Job Overview: LEADWAY is one of Nigeria’s largest and most reputable Non-BankingFinancial Services providers, known for its customer-focused approach, operational excellence, and strong business performance.
Duties and Responsibilities: The Financial Advisor will be responsible for providing clients with expert financial planning and advisory services tailored to their needs. Core duties include assessing clients' financial goals, creating personalized investment and retirement strategies, and offering advice on financial solutions. The role will involve direct consultations with clients, monitoring market trends, and ensuring the delivery of high-quality customer service.
Required Qualifications: Expertise in Financial Planning and Advisory to support client decision-making, Strong knowledge of Finance, Investments, and Retirement Planning, Proficiency in developing and presenting tailored financial strategies, Exceptional communication, interpersonal, and negotiation skills, Strong analytical thinking and problem-solving abilities.
Educational Background: Bachelor’s degree in Finance, Economics, Business Administration, or a related field
Experience: Prior experience as a Financial Advisor or similar role is highly desirable
Additional Notes: Relevant certifications, such as the Certified Financial Planner (CFP) designation, are a plus
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