Investment Adviser

3 weeks ago

Wellington City, New Zealand Presbyterian Support Otago Full time

**Full Time**:

- **Application Closes 23 Feb 2024**:

- **Wellington - Wellington City**:

- **Personal Financial Advisor**

**About the role**

We are looking for a motivated professional to join our established Wellington team as an Investment Adviser.

In this role you will be focused on ensuring that clients who are invested in Craigs Investment Partners (CIP) KiwiSaver, Superannuation and Savings products have portfolios that are aligned to their needs and objectives. You will also develop business plans and strategies in order to grow the client base with a keen on eye on providing high quality investment advice aligned to clients investment goals and circumstances.

To be successful in this role you must enjoy working with people and helping them make informed decisions on their investments, have excellent communication and relationship management skills, and a high degree of professionalism.

**About you**

To be successful in this role, you would:

- Be a qualified Financial Adviser
- Enjoy working with people and helping them make informed decisions relevant to their financial future;
- Have an ability to explain financial concepts in an easily understandable way;
- Be energetic, motivated and proactive;
- Be able to demonstrate strong relationship and business development skills;
- Possess excellent communication and networking skills;
- Have a high level of professionalism.

**Benefits**
- Comprehensive health insurance
- Craigs Community Day / Paid Volunteer Day
- Additional week of leave (conditions apply)
- Other leave (such as sick, bereavement, and family violence leave) from first day of employment
- Parental leave - 26 weeks’ pay ‘top up’ for eligible Primary Carers
- Long Service Leave
- Annual Health Check and flu vaccinations
- Flexible work options
- Savings benefits and preferential insurance rates
- Ability to participate in company equity

**About the Company**

Craigs Investment Partners (Craigs) is a multi-award-winning investment advisory firm which is one of the largest in New Zealand. With 19 offices located throughout the country and over 600 employees, Craigs offers solutions and advice to both private investors, as well as corporate and institutional clients.

**Why Craigs?**

We pride ourselves on creating an environment where our people feel they belong and can bring their best self to work and feel valued. We grow as a team and with our clients and are always looking to support our communities - both internal and external. Our values build the foundation of how we work and how we provide great outcomes for our people and our clients.
- _We are stronger together_
- _We strive for excellence_
- _We put people first_
- _We do what’s right_

**How to apply

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