Financial Advisor

Heirs Insurance GroupLagosroam-ngpublished 07/17/2026
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Responsibilities:

Financial Planning – Assessing a client's financial situation and creating a personalized plan. Investment Advice – Recommending suitable investment options based on the client's goals Retirement Planning –  Helping clients build sufficient funds for a comfortable retirement through pensions, annuities, and investments. Education Funding – Helping parents save and invest for their children's education. Regular Financial Reviews – Monitoring clients' financial plans and making adjustments as their circumstances or financial goals change. Insurance Planning – Identifying risks and recommending appropriate insurance solutions such as life, health, education, or income protection plans.

Requirements:

A minimum of an HND No experience is required, but 1 or 2 years will be an added advantage.