Financial Risk Adviser

1 month ago

Auckland, New Zealand Vega Full time

We are seeking an experienced and highly skilled Senior Financial Adviser to join our dynamic team. This role offers an exciting opportunity for a seasoned professional with a proven track record in providing cutting-edge financial solutions.
Key Responsibilities Design and Prepare Bespoke Financial Strategies
Develop tailored financial plans that align with each client's unique circumstances and goals. This encompasses a diverse range of strategies and includes recommendations for specific financial instruments and products. Regular reviews and adjustments are made to strategies based on changing market conditions and client needs.
Conduct In-Depth Reviews of Clients' Financial Circumstances
Assess clients' current financial situations, including income, expenses, assets, and liabilities. Engage in discussions to document both short-term and long-term financial goals, while evaluating risk tolerance through targeted assessments and conversations.
Analyse Clients' Financial Statuses and Provide Expert Advice
Utilize financial planning tools to assess clients' financial health and interpret complex data. Provide actionable recommendations on financial products across New Zealand providers.
Maintain Ongoing Client Relationships and Ensure Compliance
Schedule regular review meetings to discuss recommended solutions and address any client inquiries. Ensure all advice and transactions comply with industry regulations, while maintaining accurate and up-to-date client records to meet compliance standards.
Lead and Collaborate with Teams to Deliver Exceptional Results
Coordinate with other financial professionals, such as mortgage advisers, accountants and lawyers, to provide comprehensive financial solutions. Mentor junior team members and actively participate in team discussions about market trends and strategies to enhance overall service delivery.
Required Qualifications and Skills Minimum 10 years' experience in Financial Advising
New Zealand Certificate in Financial Services (Level 5) or equivalent or at least in the advance stages of completion (less than one month)
Qualification in Financial Planning
Excellent analytical and problem-solving skills
Outstanding interpersonal and communication abilities
Proficiency in Microsoft Office Suite
Strong leadership and mentoring capabilities
Desired Attributes Passion for high-quality service in fast-paced environments
Out-of-the-box thinking and innovative approach to financial solutions
Client-focused mindset with exceptional relationship management skills
Ability to work effectively both independently and as part of a team
What We Offer Competitive salary package commensurate with experience
Opportunities for professional development and career advancement
Collaborative and dynamic work environment
Chance to work with industry-leading financial products and services
If you are a highly accomplished financial professional with a passion for delivering exceptional client outcomes, we want to hear from you. Join our team and take your career to the next level
To apply, please submit your CV and a cover letter detailing your relevant experience to ******.

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