Financial Adviser

5 days ago

Auckland City, New Zealand Cultivate Full time

A reputable and well-respected national advisory group
- Business development support included
- Compliance and administrative support included

Joining a well-established team of financial advisors, you will enjoy working with like-minded and reputable advisors in a business that takes away the noise of business development and administration to free you up to do what you do best Building and maintaining trusted client relationships

A typical week could look like
- Specialise in personal risk insurance or home lending
- Collaborate with your internal relationship team to assist you with your appointments (ideally between 10 -20 meetings a week)
- Meet new and existing clients to complete a financial review
- Review client risk assessments and present back your recommendations and advice
- Send through compliance/ documentation to the centralised admin team to action
- Generate your own leads pipeline by ensuring you are keeping in touch with both existing and new clients as well as referrals.

You know you’re right for this role if you’re
- Experienced in providing advice on personal risk insurance or home lending
- Completed your Level 5 FS certification
- Drive and motivation to help your customers make the best financial decisions based on their personal circumstances
- Clear credit and police check

What you’ll get in return

**MORE SUPPORT**: This business wants you to succeed. They have invested in both a sales and admin function to help free you up to provide advice, not get caught up with the paperwork.

**REMUNERATION**: Fair base salary and commission structure - ability to earn an uncapped salary.

**GREAT COMPANY REPUTATION AND CULTURE**: This team have been around a number of years with repeat clients - so they’re obviously happy with their service and the advisors that support them.

**TRAINING and DEVELOPMENT**: Being part of an advisory group that embrace ongoing study and development if wanted.

**Next steps**

**A bit about Kathryn (Kat)**
15 years recruiting within the NZ market - she has helped hiring managers build capability in their teams whilst mutually assisting hundreds of individuals take the next step in their career.

SCR-kathryn-clarke

We recognise that neurodiversity is critical to a healthy, successful workplace. Our role is to uncover and advocate strengths via a psychologically safe recruitment experience. So, if a typical recruitment process doesn’t bring out your best, let us know. We want you to shine, not shy away.

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