Entry Level Financial Adviser

5 days ago

Wellington Central, Wellington, New Zealand Foxplan Limited Full time NZ$50,000 - NZ$80,000 per year

Do you want to be part of a company that has over 7000 clients, offers our clients a full range of Financial Services which includes Financial Planning, learn from Senior Advisers that have over 150 years combined experience in this industry and have access to a very wide range of providers?

Maybe we have the role for you

FoxPlan is a boutique, progressive Financial Advice Provider dedicated to guiding individuals, families and business owners on their financial journey. With a commitment to clarity, transparency and empowerment, our team of Advisers offer tailored strategies that help clients navigate Financial Planning. At FoxPlan, we believe in building brighter financial futures through smarter financial decisions.

We are a growing firm with ambitious goals and if you love working with people, making a difference in people's lives and want to take your career in the right direction.... keep reading

FoxPlan Will Provide:

  • Comprehensive training and development
  • Extensive training in advice, sales, financial planning, compliance and regulation
  • Great company culture and a supportive work environment
  • A career path with potential ownership/ shares
  • A supportive Adviser Support Team
  • Assistance with developing your own key marketing strategies to help identify your client demographic
  • A management team that is supportive of your own personal development and growth
  • Competitive salary and bonus structure that can lead to you potentially receiving up to 50% of all your commissions

To Apply for this role you will ideally have:

  • A strong desire to get a Level 5 certificate in Financial Services (we cover the cost)
  • Resilient and driven mindset
  • Strong verbal and written communication abilities
  • Passion for engaging with others
  • A touch of competitiveness with a zest for achievement
  • A desire to have fun at work

You will be engaging with clients online or face to face, understanding their wants, needs and goals and in turn presenting them with tailored financial solutions. We offer our clients: Planning, personal insurance, investments, mortgages, and KiwiSaver and we are looking for individuals with genuine enthusiasm for helping people.

Applicants for this position should be Permanent Residents, New Zealand Citizens or have the right to live and work in New Zealand and should include a CV and a Cover Letter in their application.

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