Financial Adviser

7 months ago


Christchurch, New Zealand Tyler Wren Full time

Existing Book of DIMS clients
- Christchurch city centre
- Market related remuneration and employee benefits

Our client, a New Zealand financial services firm with a national footprint of advisers and offices across all regions, wishes to recruit a Financial Adviser. The focus will be on providing greater financial certainty for your clients through all investment wealth management life stages.

**About the role**:
You will manage and grow a profitable portfolio of new and existing clients with a long-term outlook managing the whole life cycle of each client. Providing professional advisory services by keeping your clients well informed whilst developing and maintaining the client relationship.

**In this role**:
You will maintain regular client review meetings to ensure the current financial solution is relevant. Be fully compliant with all legislative, regulatory and company best practices whilst offering a best of class services in the DIMS space.

**About you**:

- 5+ Years of experience in the financial services industry, DIMS essential
- A strong understanding of sales and analytical skills to complement your book growth
- Exceptional relationship and business development skills
- Effective time manager with the ability to work autonomously
- Tertiary qualified: NZFSC Level 5 (Investment & Financial Advise)
- A diploma in Financial Planning or CFP preferred

Our client places culture and people first, and integrity and teamwork as guiding principles for their organisation. You will be remunerated with a market-related base salary and bonus structure linked to your output and key behaviours. Excellent employee and group benefits and professional development.

If this role could be your next move and you want to join a growing and hybrid team, please
**'**
**_Click Apply_**
**'.** Contact
**Gary Bloxham **on
**09 974 9072 **for a confidential discussion
**.**

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


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