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Financial Adviser
1 month ago
Created by Kiwis for Kiwis, Haven has been helping everyday New Zealanders achieve financial freedom for over 15 years. We are one of the largest financial advisories in New Zealand, with a broad and experienced team. What's most important to us is people, not just the numbers, so we've created a dedicated team of trusted advisers who help Kiwis with some of their most important decisions.You will be joining a supportive culture where all advisers and support teams help each other grow and succeed.You will enjoy an innovative environment where technology and support specialists allow advisers to focus on clients and advice.You will be part of a proven model that assists advisers to provide clients greater value and in turn achieve their own lifestyle & earning objectives.About youWe want to help you break into the industry & become a Haven Financial Adviser. We are after people with a great attitude and transferable skills. You will:Be passionate about helping people.Love pushing yourself and achieving goals.Be competitive and determined.Want to earn great money.Be prepared to work hard to achieve it.Want a career rather than just a job & want to be in control of your future.Be excited about being part of a high energy & successful team - work should be fulfilling and fun.About the roleAs a Financial Adviser, you will be empowering a broad range of clients by helping them take control of the financial aspects of their lives. Every day you'll be working with new and existing clients, helping them reach the goals they have for themselves and their families. Day to day you will be:Meeting clients via video and in person.Building relationships, giving financial advice and helping set clients up for a brighter financial future.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. Assisting clients to implement their insurance plan.We will support you with industry leading training, tools and resources which free you up to deliver great support and advice to your clients.Qualified leads are booked for you every week.Fantastic admin and compliance support teams will give you confidence that you and your great advice meet all necessary requirements.Experience & QualificationsCurrent Haven Advisers have varied backgrounds and have come from a wide range of industries including health, property, IT, travel, and construction.Previous experience guiding people through a sales or consultation process and then assisting them to take action has proven beneficial.You have the intention of completing the NZ Certificate in Financial Services (Level 5) within the next year.If you don't yet have this, we are still keen to hear from you; we can help with guidance on a pathway.
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