Client Services Specialist/ Servicing Adviser
22 hours ago
Client Services Background
- Life, Mortgage, Kiwisaver Administration Experience
- Working towards Completing Level 5 to become an Adviser
Become a part of one of the
**largest financial advisories in New**
**Zealand, in the client services team, assisting Life Advisers and Clients with their Portfolios.**
Over the years, the company has built up an
**extensive client base** and in need of your
**professional**
**administrative support** and service.
The Business has a fresh, dynamic,
**fun work Environment**, with a solid team who
**work together** in growing each other's
**success**
**What will I be doing in my role**:
- Providing financial advice to existing clients and helping set clients up for a brighter financial future.
- Assisting clients with policy queries, updates and changes.
- Educating clients on wealth accumulation and assisting them in making great
decisions about their KiwiSaver fund.
- Guiding people through a risk assessment and protection planning process and assisting clients to implement their insurance plan.
**Benefits for you to partner with this firm**:
**Supportive Management** and
**Senior Advisers** whom have been in the Industry for more than 20 years to guide you
**$75000 plus kiwisaver**
3 days in the office, two days at home
**Fun team spirit, incentives and a great culture
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