Financial Consultant

3 days ago


ManawatuWanganui, New Zealand Haven Advisers Full time

About Us
Haven Advisers is a leading financial advisory firm in New Zealand, dedicated to helping individuals achieve financial freedom. Our team of experienced professionals provides personalized guidance and support to help clients make informed decisions about their financial futures.
We are passionate about empowering our clients to take control of their finances and work towards their goals.

About the Role
As a Financial Adviser with Haven Advisers, you will play a vital role in helping clients navigate the complexities of personal finance. Your expertise will enable them to make informed decisions about their wealth accumulation, risk management, and long-term planning.
Your key responsibilities will include:

  • Meeting with clients to understand their financial goals and objectives
  • Providing tailored advice on investment strategies, insurance options, and retirement planning
  • Assisting clients with KiwiSaver fund decisions and implementing protection plans
  • Maintaining relationships with existing clients and identifying new business opportunities

Requirements
To be successful in this role, you will need to have:

  • A strong passion for helping others and making a positive impact on people's lives
  • Excellent communication and interpersonal skills
  • The ability to build trust and rapport with clients from diverse backgrounds
  • A keen interest in finance and economics, with a willingness to continuously develop your knowledge and skills

What We Offer
In return for your hard work and dedication, we offer a competitive salary package, comprehensive training and development opportunities, and a supportive team environment that encourages growth and success.



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