Senior Financial Advisor

Tyler Wren

You will provide financial advisory services in personal risk and retirement planning to a professional market. Business development growth role.

  • 5+ Years Financial Advisory experience
  • Business Development skillset
  • Flexibility and diversity is key to this employer
Our client is a leading Advisory business that is currently focused on growth within their organisation. They are leaders in providing exceptional service in risk and retirement planning to a diverse base.

In this role, you will provide financial advisory services which will include personal risk and retirement planning to professionals who are established in their careers and life stage. This role will focus on growth through Business Development initiatives.

This role is all about the supply of advisory services to prospective and existing clients in the benefits of personal risk protection and planning for a secure future. You will be a high-energy individual who excels at promoting the company at networking and promotional events which may include presenting to large groups. Tap into your existing networks to build further distribution channels.

You will be mentored by a Manager who values the advisers in their team and develops each individual's skillsets to be the best that they are. You will have had at least 5+ years of financial advisory working experience in a role within insurance, banking, or financial services that focused on the development of customer relationships within financial advisory. You will be able to demonstrate through your career achievements the ability to develop a client book through a balance of business development. You would hold the New Zealand Certificate in Financial Services Level 5 (Life & Health strand as a minimum).

You will be rewarded with exceptional company benefits and salary package based on your level of experience and the energy you will bring to this role.

Come join this collaborative team today. Click 'APPLY' or for a confidential discussion contact Gary Bloxham on 09 974 9072.

Only candidates who have the right to work or reside in New Zealand will be considered for this opportunity.