Wealth Adviser

Tyler Wren

Kiwi owned financial advisory organisation with a national footprint who is experiencing growth, adding to their advisory team in Hamilton.

  • Hamilton Central
  • Authorised Financial Adviser
  • Market Related Salary Package, Bonus + Vehicle
Our client a National Kiwi owned Financial Advisory business is currently focused on growth within their organisation and is now looking to expand their advisory team in Hamilton. They are leaders in providing exceptional service in investment advisory.

The Role

Provide Wealth Advisory Services which includes investment, KiwiSaver, retirement planning and Private Wealth services.

Key Responsibilities:
  • Develop and identify new business acquisition through best practice advisory
  • Service existing and prospective clients to discuss their holistic financial needs
  • Engage with the wider team to promote the Company offers at networking and promotional events including developing internal stakeholder relationships
  • Prepare and provide suitable financial recommendations for existing and prospective clients
  • Contribute to developing a client-centric advisory service within the organisation with every client interaction
About You:
  • A high level of knowledge and proven experience in advising on investments, retirement products and preferably a good understanding of risk products
  • Exceptional Relationship Building skills at all levels as your client base will be diverse
  • 3 - 5 years experience in a similar role within an advisory practice or NZ Banking institution
  • NZ Certificate in Financial Services Level 5 (preferably AFA)
  • Certified Financial Planner (NZ/AUS) certification, advantageous
  • Flexibility to work outside of normal business hours as this is a mobile role
On Offer:
  • Attractive total remuneration package including vehicle
  • Ongoing Training & Progression in developing you to be a more holistic financial planner
If you are interested please click apply, or for a confidential discussion contact Gary Bloxham on 09 974 9072.

Please note that this role is open to candidates who have the right to work and reside in New Zealand.