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 are looking for the right person with hands-on experience to join a dynamic and innovative team. Opportunities for growth and development.
About the Company
At AdviceFirst, we are here for our clients, their family or their businesses, and we can help by offering expert financial advice throughout their life. Whether it’s investment, wealth management, insurance, or KiwiSaver, we have the expertise, people and resources to give people the financial advice that’s needed, when its needed.
We pride ourselves on being experts, but we won’t use complicated jargon. Instead, we take the time to understand exactly what our clients want, or more importantly what they need. Then we will put forward ideas and make recommendations personalised for them. No off-the-peg, one-size-fits-all, she’ll-be-right.
Primarily this role is accountable for being proactive in making client contact and working through what services they require. You will need to have great communication skills and the ability to build rapport and trust over the phone. You will be required to follow up with clients in a number of different situations, including those that are having difficulties with payments. You will be supported by a nationwide network of Client Advisers who will be able to work alongside you and provide advice to clients when needed.
To be considered:
The AdviceFirst remuneration package also includes an annual performance bonus, on-going development opportunities, and employee benefits. Applications close on 21 September 2018.
Key responsibilities for this role include:
We are looking for someone to lead the delivery of our centralised advice and proactive service model. This newly established role brings together three different service areas (Insurance, Wealth Management & KiwiSaver) to ensure the advice and service they provide is ‘value add’ and proactive. You will be reporting into the Chief Operating Officer and some of the key responsibilities of this role include but not limited to:
Our ideal candidate will be someone who has:
If you think this is you, please email us on email@example.com
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: firstname.lastname@example.org
We are looking for someone to help increase the efficiency and effectiveness of our business, while managing our risks, to help us towards the next steps in our strategic journey. You will be reporting to the Chief Operating Officer and some of the key responsibilities of this role include but are not limited to: identifying improvement opportunities & supporting the implementation, supporting business change by working through positive change strategies to deliver difference business outcomes and supporting smaller scale business projects requiring the completion of tasks (as well as the tracking of progress).
If this sounds like you – contact us on email@example.com
We are seeking a Paraplanner to join our growing team that supports our high performing team of Advisers. Your role will be to produce high quality personal financial plans that are easy to understand and meet all compliance requirements. A great role for someone wanting to develop their career in the Financial Services Industry.
We have a fantastic opportunity for a new crew member to join our boutique Commercial Fire & General Insurance team in Wellington. Our people, are people's people so you'll need to be passionate about what you do, be able to identify the needs and opportunities of SME's and create a solution that is not off the shelf. We are looking for someone that has experience within an Insurance environment, in particular, Commercial Fire & General Insurance, to continue to provide support to our Commercial Fire and General clients.
In return, you will work alongside a bunch of experienced Brokers and Advisers to provide you with the support and guidance you need to help develop your career. So if you have been waiting to take the next step, this is your chance!
0800 438 238