Want to be a part of New Zealand's fastest-growing Financial Advice Firm where 100% of managers are internally recruited? 

We were recognised in 5th place on the Deloitte Fast 50 - 2021

We are a fast-paced firm, with opportunities in our KiwiSaver & Insurance teams. If you have a proven track record of helping clients, you enjoy working with people, working in a team and want to take your career in the right direction then keep reading. 

This is a salaried role & high performers will be rewarded with generous bonuses for helping clients.

We provide: 

• Qualified leads every week to get you started
• Comprehensive training and development plan provided
• Extensive training on advice, sales, compliance and leadership
• Bonuses & travel for top performers
• Great company culture and fun work environment
• Management training for your career development
• A career path with ownership possibilities
• Industry-leading technology
• In house admin and compliance team taking away the headaches

What else do you want? 

If this sounds like the next step in your career then get in touch today!

To apply for this role ideally you will have: 

• A desire to get a level 5 qualification under your belt (we can help you with this)
• Excellent communication skills
• Love working with people
• Be a little bit competitive & enjoy the chase
• Determined attitude
• Great work ethic
• Problem-solving skills
• Belief that work should be fun

You will be meeting clients face-to-face or over zoom, analysing their needs and goals and presenting them with tailored financial solutions. With a focus on KiwiSaver and Personal Insurance products. We also help clients with their personal loans, mortgages and investments. We are looking for a talented person who has a passion for clients and wishes to join a team of like-minded individuals. 

We will provide comprehensive training on top of the skills you should already have. Our proven industry methodology coupled with a modern approach presents a unique and valuable opportunity for you! 

Applicants for this position should be Permanent Residents or be New Zealand Citizens. 

Due to the large number of candidates received for this role, only shortlisted candidates will be contacted.

Finance, Accounting, Banking, Insurance, Brokerage, Brokers, Management, Manager, Relationship, Consulting, Sales, KiwiSaver, Insurance, Adviser