Senior Financial Advisor - Auckland

Tyler Wren

Established national Kiwi brand who provides protection & retirement advice. AFA/RFA needed to service existing and prospective clients.

  • Above Average Total Remuneration Package with Car
  • NZFSC Level 5 essential
  • Ongoing Training & Progression
The Company

Established Kiwi brand who provides protection and retirement advice to a diverse professional market through a national team of advisers with localised branch networks across the North and South Islands.

The Role

Provide Financial Services including personal and business protection as well as superannuation and retirement planning to a professional market. Be the face of the organisation.  

Key Responsibilities:
  • Develop and identify new business sales strategies
  • Service existing and prospective clients to discuss their financial needs
  • Engage with the wider team to promote the Company at network and promotional events
  • Prepare and provide suitable recommendations for existing and prospective clients 
About You:
  • NZFSC Level 5 essential
  • At least 5+ years of experience in a similar role, you could have gained experience in an advisory role within the Big 4 Banks or advisory practice
  • Flexibility to work outside of normal business hours

If you are interested please apply online, 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.