Financial Adviser

4 days ago


Auckland City, New Zealand Ensure Recruitment Full time

Auckland CBD/Shore Offices / Wellington CBD Offices
- Experienced Financial Advisers with Life/Health and Investment Knowledge
- $85,000 plus ks, wfh options, insurance cover, wellness programme and more

Are you looking for a change in your journey? Provide Clients with Personal and Business Insurance, paired with Kiwi saver advice across New Zealand
- 2+ Years experience as a Financial Adviser
- High Contact Sales/ Servicing Background
- A month or two away from completing Level 5? Or Completed would be desirable
- Auckland/ Wellington offices

Join a team of Experienced Financial Advisers, specializing in Personal and Business Insurance, alongside the Investment Team in providing sound and ethical advice, for clients across New Zealand.

**What the role entails**:

- Offer your clients a choice of quality products from leading suppliers at competitive rates.
- Assist your clients with claims to help make the process easier and giving them, greater peace of mind.
- Providing your clients with a financial plan and advice to help them reach, their retirement goals.
- Review their KiwiSaver plan to help it live up to their expectations.
- Work with your clients to keep their financial plans up to date with their life changes.

**What the role offers you**:

- Flexibility to work 3 days in the office and two days at home
- Attractive Base Salary plus benefits
- Established client base to leverage from, to help you grow your new business pipelines.
- Fun, Dynamic Culture of Experienced Advisers with solid financial Industry, knowledge and backgrounds.
- Great Leadership and mentoring from Senior Management, to support your journey

A one stop shop, holistic approach for your clients needs, is where you want to be in the market, in providing quality and thoughtful plans for your clients, with a vibrant team of Advisers, to work alongside and supported by other specialists, in the business.


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