Financial Adviser- Investments

6 months ago


Auckland City, New Zealand Ensure Recruitment Full time

3-5+ Years experience, with the Level 5 Completed
- WFH and in the Office
- $120,000-$130,000 plus bonus can be expected for the role

Become a part of a leading financial planning firm with an expert team, who have over 30 years experience helping New Zealanders, with a proven track record in retirement and financial planning.

**Role purpose**:
The purpose of the role as a Financial Adviser is to provide administrative support, product information and financial advice, at a consistently high level to clients.

Ensuring client interests are prioritized and all actions are compliant with the relevant legislation, regulation, Code of Professional Conduct for Financial Advice Services, conduct obligations, FAP license obligations and product provider contract obligations.
- Use the six step financial planning process to advise clients on and arrange solutions, for their financial planning needs.
- Regularly contact, review and service those clients.
- Maintenance of client records.
- Proactively identify cross selling and upselling opportunities from existing clients.
- Revenue Generation
- Increase initial and ongoing revenue on an ongoing basis.
- Comply with all statutory, legal and good conduct requirements.
- Handle all client interfacing administrative tasks.
- Fully participate in all team meetings, appointments and functions when necessary.

**What you can expect**:

- Working with a small knit team and having interpersonal relationships with clients.
- WFH and in the Office.
- Attractive 6 figure remuneration package suited to your needs.
- Long term commitment with a loyal and trusted brand in the Industry.


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