Rede Advisers is a successful, long-standing, Christchurch based financial planning practice.

Rede Advisers is a successful, long-standing, Christchurch based financial planning practice. It has been providing comprehensive financial advice and planning services since 2003. The business is situated in modern professional offices near central Christchurch.

Rede Advisers provides a tailored, personalised service to clients with financial plans and investment solutions driven by our clients' goals and aspirations. Through long-term and often intergenerational relationships with the Rede team, our clients gain clarity and confidence in their financial future; unlocking their wealth, for life.

Rede Advisers are looking to grow its team with the addition of an Associate Financial Planner to provide professional financial planning support to the Financial Planners. This offers the opportunity to have active involvement in client facing discussions and working with the Rede team in the provision of great client advice and service.

Key Responsibilities

• Attending meetings with prospective and existing clients alongside Financial Planners.
• Assistance with preparing documents and reviews in advance of meetings.
• Preparation of client presentations if appropriate.
• Assistance with note taking, recorded and/or written, during meetings to ensure agreed advice and actions are implemented.
• Assisting with the completion of cashflow modelling projections and developing investment and financial planning recommendations.
• Reviewing completed advice documents to ensure they reflect the discussions held and actions agreed upon.
• Follow up with clients on outstanding requirements to complete the next stage of their financial journey.

The successful applicant will have

• A passion for personal financial matters,
• Tertiary level education with a focus on business, finance, economics or accounting,
• Excellent written and oral communication skills, and listening skills,
• Attention to detail, initiative and strong organisational skills.

This is an entry level salaried adviser role with a well-established successful financial planning practice. The long-term potential of this role is significant, with a rewarding career path.

This is the perfect role for somebody that has a passion for helping people, the ability to communicate effectively and a desire to continue their education.

If this sounds like you then apply now by contacting Katie Foote or Freddie Diver at Graham Consulting or email katie@grahamconsulting.co.nz or 021 996 815.

Graham Consulting