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Financial Planner
2 weeks ago
About Tmm
Tmm is a leader in creating innovative, transparent, and affordable retirement solutions. Founded in 2014, we have rapidly grown to manage nearly $1 billion in funds.
Our mission is to empower New Zealanders to retire with confidence. We provide diversified portfolios through our Lifetime Asset Management platform and set the standard in retirement income innovation with our products, such as Lifetime Income and Lifetime Home.
We Are Seeking a Relationship Manager (Retirement Planner)
The ideal candidate will assist New Zealanders in managing their retirement finances and shifting the focus from saving to strategic spending. Reporting to the Chief Marketing Officer and working within the Sales and Marketing team, you'll serve as the vital link between Tmm's products and clients.
Your Key Responsibilities
- Develop tailored retirement plans for clients aged 60+ using Tmm's products.
- Serve as a trusted resource for advisers, providing guidance on Tmm's product suite.
- Promptly manage and respond to client queries to uphold our high service standards.
- Guide clients/advisers from initial enquiry to application completion, ensuring a seamless experience.
Requirements
Qualifications: Level 5 Financial Advice (investments) or equivalent; additional qualifications in retirement planning are advantageous.
Experience: 3–5 years in financial advising, ideally within retirement planning, wealth management, or investment advice.
Skills: Demonstrated success in achieving sales targets, strong client relationship management skills, and excellent organisational abilities.
