Graduate Financial Adviser

2 days ago


Hamilton, Waikato, New Zealand Insurancebase Full time

Graduate Financial Adviser – Start Your Financial Services CareerLocation: Hamilton, NZEmployment Type: Full-time (40 hours per week)Salary: $55,000 + fully funded professional training & career progressionReady to launch your career with hands-on experience, expert mentorship, and a clear path to success?Want to work in a dynamic team where you can learn, grow, and make a real impact?Join an innovative and client-focused team where you'll develop the skills needed to become a Financial Adviser.Why This Role?Fast-track your career with structured training & mentorshipFully funded NZ Certificate in Financial Services (NZCFS)Hands-on experience working with clients and advisersA clear path to promotion within 3-6 monthsSupportive, fun, and professional team environmentAbout the RoleAs a Graduate Financial Adviser, you'll develop the skills and experience needed to build a successful advisory career.
You'll engage directly with clients, assisting with claims, arrears, and policy management, while also gaining hands-on experience in financial services operations.Key ResponsibilitiesHandling client enquiries via phone & emailManaging premium arrears & claims enquiriesAssisting the adviser team in booking client appointmentsAttending networking events to build industry connectionsUsing CRM systems for efficient client managementDeveloping and executing a professional growth planWhat We're Looking ForA degree in business, law, finance, or a STEM subject2-3 years of sales or customer service experience (sales preferred)Persuasive communication and relationship-building skillsMotivated, resilient, and able to follow processesCommitted to compliance and delivering great client serviceWhat's in It for You?Competitive salary + fully funded professional trainingPaid NZCFS qualificationFast progression to Financial Adviser (salary increase, + bonus)Mentorship from senior advisersNetworking & industry exposurePI insurance cover & access to career development opportunitiesHow to ApplyClick APPLY NOW and send your CV with a short cover letter explaining why you're the perfect fit.Start your journey towards becoming a Financial Adviser today
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