If you have experience as a Financial Adviser or Insurance Broker, and are RFA or AFA qualified, then we would love to hear from you even if we don’t have a listed vacancy. We may just have the perfect opportunity for you!
We have a number of opportunities for experienced Financial Advisers to come and join our Wealth Management Team. You will be responsible for providing excellent advice to customers within an already established portfolio with the opportunity and support to continue to develop and build on this.
At a minimum you need to be a qualified AFA and have strong experience within the New Zealand Financial Services Industry, having been providing advice to clients for at least 5 years. If you want to know more please get in touch by contacting email@example.com
We have an opportunity for an experienced adviser to come and join our busy Risk Insurance team in Auckland. You will be servicing and growing an existing base of clients.
You will be responsible for providing excellent and compliant advice to your portfolio of clients to ensure that their insurance needs are met. What if they need KiwiSaver or Investment advice too? We got that covered. We have a team of experienced professionals across a range of products to be able to provide holistic advice to our clients. Therefore part of your role will be building up referral networks as well.
Being a great adviser involves being an exceptionally good listener, asking the right questions and providing the right risk solutions to meet your client's needs. You will also be provided the opportunity to coach and mentor some of our more junior advisers to enable them to develop their careers.
We are on the hunt for an administration superstar to join our busy Business Insurance Team. No day will be the same as you liaise with insurers on renewals, new business & endorsements. Or setting up new policies, processing finance agreements and following up with clients as necessary. This team will work closely with our commercial brokers should there be specialised advice that is needed and can also refer clients to our other financial specialists as needed.
0800 438 238