Advisor Support

4 days ago

Auckland City, New Zealand Cultivate Full time

A reputable and well-respected Adviser group
- Fast paced and varied role within insurance and investments
- City fringe, close to public transport, career progression

Brilliant opportunity for someone who loves working within financial services and WANTS to support specialists in personal risk insurance and investments.

As an Advisor Support, you will;
- Schedule appointments and meetings for Advisers
- Assist advisers in managing opportunities and referrals
- Respond to all client queries and communications
- Preparation of schedules of benefits, updating policies and assets for initial appointments.
- Calculate returns and fees for existing investments and create an asset allocation where required.
- Complete client risk assessments.
- Liaise with product providers where needed and follow-ups as required.
- Attending meetings, as required.

You know you’re right for this role if you’re
- Pretty clued up on either personal risk insurance and / or investments.
- OR perhaps you’ve worked in advisory group, bank or another Financial Services business with exposure to these areas
- OR maybe you’ve studied, gained some work/ life experience and decided to head down the operations or advisor career path.

You’re...
- Experienced in supporting others - ideally advisers but administration works just as well
- At your best in a dynamic, fast paced, high volume, team orientated business.
- BIG on accuracy and ensuring your work meets compliance.
- Solutions orientated and OK with change.
- Career driven - would like to study towards your level 5 financial services cert if you haven’t already
- All clear with the credit and MOJ check

What you’ll get in return

CAREER PROGRESSION: Opportunity to support and work with specialists with financial services and advice. Potential career path on the adviser side.

LEARNING & DEVELOPMENT: If you haven’t already obtained your level 5 certificate within financial services - they’ll enrol you and pay for it

CLIENT EXPERIENCE/ WELLBEING: This team have been around a number of years with repeat clients - so they’re obviously happy with their service

STABILITY: This business has not impacted by lockdowns, the business still growing despite a global pandemic

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

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