Financial Adviser- Investments
5 months ago
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.
-
Financial Adviser
3 weeks ago
Auckland, New Zealand Invicta Financial Full timeAre you ready to elevate your career? Do you thrive in a dynamic environment and constantly seek to reach your full potential?Invicta Financial is looking for a dedicated Risk Adviser & Investment Specialist to join our vibrant team and help us embody our commitment to exceptional service and client values.Key Responsibilities:Build and maintain strong...
-
Financial Adviser
3 days ago
Auckland, New Zealand Invicta Financial Full timeAre you ready to elevate your career? Do you thrive in a dynamic environment and constantly seek to reach your full potential?Invicta Financial is looking for a dedicated Risk Adviser & Investment Specialist to join our vibrant team and help us embody our commitment to exceptional service and client values.Key Responsibilities:Build and maintain strong...
-
Entry Level Financial Adviser
5 months ago
Auckland City, New Zealand Aurora Financial Full timeWant to be a part of New Zealand's fastest-growing Financial Advice Firm where 100% of managers are internally recruited? We were recognised in 5th place on the Deloitte Fast 50 - 2021 We are a growing firm, with opportunities in our Mortgage, KiwiSaver & Insurance teams. If you have a proven track record of helping clients, you enjoy working with people,...
-
Property Investment Adviser
3 days ago
Auckland, New Zealand Properli Full timeWe look after our advisers, properlyAt Properli our integrated property-based model sets us apart from traditional financial advice providers. Our name reflects our belief that the best way to achieve the lifestyle clients want is through strategic investment in property. We pride ourselves on delivering exceptional client service and creating a supportive...
-
Property Investment Adviser
2 hours ago
Auckland, New Zealand Properli Full timeWe look after our advisers, properly At Properli our integrated property-based model sets us apart from traditional financial advice providers. Our name reflects our belief that the best way to achieve the lifestyle clients want is through strategic investment in property. We pride ourselves on delivering exceptional client service and creating a supportive...
-
Property Investment Adviser
3 days ago
Auckland, New Zealand Properli Full timeWe look after our advisers, properly At Properli our integrated property-based model sets us apart from traditional financial advice providers. Our name reflects our belief that the best way to achieve the lifestyle clients want is through strategic investment in property. We pride ourselves on delivering exceptional client service and creating a supportive...
-
Financial Adviser
5 months ago
Auckland City, New Zealand Ensure Recruitment Full time$90,000-$120,000 plus commission - Hybrid Working Options - Team Fun, Ongoing Support and more! Join a reputable brand in the market as a Financial Adviser, with a team of experts in the field, specializing in providing Life, Investments and Mortgage Advice across Aotearoa. **What the role entails**: - Manage an existing client base and look to achieve...
-
Financial Adviser
5 months ago
Auckland City, New Zealand Tyler Wren Full timeProvide insurance and financial advice to clients - Client area CBD and South of the City - Flexible working arrangements and great office environment New opportunity for an Auckland-based financial adviser to shift into a role that focuses on risk insurance and financial planning for clients. 5+ years of industry experience. **About the role**: The...
-
Investment Adviser Team Manager
3 days ago
Auckland, New Zealand Cultivate – Seek Medium Agency Of The Year 2023 Full timeAs the Team Manager of 8 – 10 Financial Advisers, you'll use your previous experience as a leader and financial adviser to coach, mentor and develop the existing team of financial advisers as well as recruit and bring on new advisers over the next few years. While the team are smaller in size, you will also manage your own portfolio of investment clients....
-
Financial Advisor
5 months ago
Wellington City, New Zealand Jacksonstone & Partners Full time**Assist/advise on quality of business cases.** **Analyse financial implications.** **Perm role/$115 - $123k.** *** This will require you to: - Gain a strong understanding of the agency’s priorities and strategies, and the projects/programmes across the business. - Provide advice on how to improve business cases and investment papers. - Analyse and...
-
Investment Adviser Team Manager
3 days ago
Auckland, New Zealand Cultivate – Seek Medium Agency Of The Year 2023 Full timeAs the Team Manager of 8 – 10 Financial Advisers, you'll use your previous experience as a leader and financial adviser to coach, mentor and develop the existing team of financial advisers as well as recruit and bring on new advisers over the next few years. While the team are smaller in size, you will also manage your own portfolio of investment clients....
-
Senior Investment Adviser
3 weeks ago
Wellington City, New Zealand New Zealand Government Full time**Job Title**:Senior Investment Adviser **Role type**: Permanent, full-time **Location**: Wellington City **General Salary Range D**: $98,955 to $132,427 depending on skills and experience. - (Salary midpoint for this position is $115,691 per annum)_ *** **Kōrero mō te Tūranga - About the Role** We are seeking a Senior Investment Adviser to join our...
-
Investment Adviser
3 weeks ago
Auckland, New Zealand Craigs Investment Partners Limited Full timeInvestment Adviser - Auckland - North Shore Auckland Permanent Closes: 29/11/24 About the role We are looking for a motivated professional to join us as an Investment Adviser at our newly established branch on Auckland's North Shore. In this role you will develop business plans and strategies in order to build a client base with a keen eye on providing high...
-
Investment Adviser
3 days ago
Auckland, New Zealand Craigs Investment Partners Limited Full timeInvestment Adviser - Auckland - North ShoreAucklandPermanentCloses: 29/11/24About the roleWe are looking for a motivated professional to join us as an Investment Adviser at our newly established branch on Auckland's North Shore. In this role you will develop business plans and strategies in order to build a client base with a keen eye on providing high...
-
Investment Adviser
3 days ago
Auckland, New Zealand Craigs Investment Partners Limited Full timeInvestment Adviser - Auckland - North Shore Auckland Permanent Closes: 29/11/24 About the role We are looking for a motivated professional to join us as an Investment Adviser at our newly established branch on Auckland's North Shore.In this role you will develop business plans and strategies in order to build a client base with a keen eye on providing high...
-
Paraplanner & Compliance Administrator
3 days ago
Auckland, New Zealand The Adviser Platform Full timeCompliance & Risk (Banking & Financial Services)Full timeIn financial services, compliance is a crucial and ever-evolving aspect of the industry, central to the governance of a financial adviser's business.Reporting to the Head of Compliance and Advice, you will play a key role in providing audit and compliance support to ensure financial advisers comply...
-
Paraplanner & Compliance Administrator
3 days ago
Auckland, New Zealand The Adviser Platform Full timeCompliance & Risk (Banking & Financial Services)Full timeIn financial services, compliance is a crucial and ever-evolving aspect of the industry, central to the governance of a financial adviser's business. Reporting to the Head of Compliance and Advice, you will play a key role in providing audit and compliance support to ensure financial advisers comply...
-
Senior Adviser, Financial Advice
4 months ago
Auckland City, New Zealand New Zealand Government Full timeWho we are - Ko wai mātou We are Aotearoa New Zealand's financial markets conduct regulator, the Financial Markets Authority (FMA) - Te Mana Tātai Hokohoko. We stand for a trusted financial sector that treats people fairly. The FMA's remit and regulatory approach is evolving to be outcomes-based, with a strong focus on facilitating fairer outcomes for...
-
Compliance Specialist
3 days ago
Auckland, New Zealand The Adviser Platform Full timeCompliance & Risk (Banking & Financial Services)Full timeIn financial services, compliance is a crucial and ever-evolving aspect of the industry, central to the governance of a financial adviser's business. Reporting to the Head of Compliance and Advice, you will play a key role in providing audit and compliance support to ensure financial advisers comply...
-
Compliance Specialist
3 days ago
Auckland, New Zealand The Adviser Platform Full timeCompliance & Risk (Banking & Financial Services)Full timeIn financial services, compliance is a crucial and ever-evolving aspect of the industry, central to the governance of a financial adviser's business. Reporting to the Head of Compliance and Advice, you will play a key role in providing audit and compliance support to ensure financial advisers comply...