Wealth Adviser

Tyler Wren

Join a private wealth team who are forward thinking. You are already AFA with an investment focus. Christchurch based. Existing client base

  • Authorised Financial Adviser (Investments) Essential / Existing Client base
  • Minimum 3-5 years in a similar role
  • Christchurch based
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 Christchurch. They are leaders in providing exceptional service in investment advisory.

The Role

Provide Wealth Advisory Services which includes investment, KiwiSaver, retirement planning and private portfolio 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 (Existing Client book)
  • 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 DIMS
  • Exceptional Relationship Building skills at all levels as your client base will be diverse
  • 3 - 5 years experience in a similar role within a wealth advisory practice or NZ Banking institution
  • NZ Certificate in Financial Services Level 5
  • Certified Financial Planner (NZ/AUS) certification or other tertiary qualifications, 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
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.