Advisor Support

Cultivate

Great company I Stability I Career Progression I Opportunity to use your level 5 financial services certificate or to work towards it!!

  • A reputable and well respected Adviser group
  • Fast paced and varied role within mortgages and risk insurance
  • City fringe, close to public transport
Brilliant opportunity for someone who loves working within financial services, enjoys the hustle and bustle of supporting Advisors and WANT to work with specialists both in mortgages and personal risk insurance.
  
As an Advisor Support, you will;
  • Support experienced Advisers with client documentation and compliance for new business applications
  • Liaise with clients through the mortgage process to ensure quick and efficient turnaround times
  • Book appointments on behalf of your Advisers
  • Assess finance applications against lending criteria
  • Submit loan applications
  • Assist with managing broker opportunities via the CRM
  • Prepare pre-sale schedules of benefits for Advisers
  • Follow up any outstanding documentation
  • Ensure AML/CFT compliance and risk requirements are met.
  
You know you’re right for this role if you’re…
  • Pretty clued up on either personal risk insurance, investments and or mortgages.  
  • OR perhaps you’ve worked in the bank or another Financial Services business with exposure to these areas
  • OR maybe you’ve studied, gained some work/ life experience and decided to head down the operations or advisor career path.
You’re...
  • Experienced in supporting others – ideally advisers but administration works just as well
  • At your best in a dynamic, fast paced, high volume, team orientated business. 
  • BIG on accuracy and ensuring your work meets compliance.
  • Solutions orientated and OK with change.
  • Career driven – would like to study towards your level 5 financial services cert if you haven’t already
  • All clear with the credit and MOJ check
  
What you’ll get in return…
  
  • CAREER PROGRESSION: Opportunity to support and work with specialists with financial services and advice. Potential career path on the adviser side.
  
  • LEARNING & DEVELOPMENT: If you haven’t already obtained your level 5 certificate within financial services – they’ll enrol you and pay for it!
  
  • CLIENT EXPERIENCE/ WELLBEING: This team have been around a number of years with repeat clients – so they’re obviously happy with their service
  
  • STABILITY: This business has not impacted by lockdowns, full capability of WFH, business still growing despite a global pandemic!

How to apply: If this sounds like you - please apply online and do not delay as I'll be going through to interest fairly swiftly!

For additional queries, please feel free to reach out to Naz on naz@cultivate.co.nz (just remember to apply online first so your CV doesn't go missing!)

For more info on Cultivate and any other roles we have or to meet the team please click on www.cultivate.co.nz