Investment Adviser

3 months ago


Auckland City, New Zealand Tyler Wren Full time

Auckland Central location
- Excellent remuneration package
- Supportive team and work environment

Tyler Wren is working with a large client of ours to expand their team of Investment Advisers in Auckland. Individuals in the industry with experience would be preferable, however, the client is open to motivated individuals in relevant fields that wish to grow and progress in the investment space.

You will work closely with a team of advisers and offer support to existing clients whilst developing new relationships, ultimately generating new business, onboarding and maintaining relationships.

You will receive full support from the business on training and development, as well as assisting you work towards NZX accreditation and becoming a qualified Financial Adviser (FA).

**About you**:

- To move into an Adviser role, you will ideally have experience in a similar role
- Strong knowledge of Investment Products i.e Kiwisaver or PIE Funds
- Excellent relationship-building skills with strong communication abilities
- Have completed or studying towards an AFA
- Enjoy and have a genuine interest in investments and want career progression in this space
- Professionalism, honesty and integrity
- Ability to self-manage and achieve high standards

For this role, an excellent remuneration package will be tailored to attract applicants coming from positions with a strong network of contacts and a proven professional track record.

Applicants who can work and reside in New Zealand will only be considered for this opportunity.



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