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Careers

ADVICEFIRST

Careers

Living Wage Accreditation Employer Award

Paraplanner (Wellington)

We are seeking a Paraplanner to join our team that support 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. While this role is based in either our Wellington or Auckland office you will be supporting advisers from all over New Zealand.

Each financial plan needs to be personal and unique to the individual client. The ability to analyse a client’s financial position, work alongside an experienced Adviser, and recommend a plan to help them achieve their goals is crucial.

You will be joining a small but buzzing team, within an organisation who has ambitious plans for growth. Our people are people’s people, with a unified passion for helping others realise a better financial future.

If you have a passion for helping clients realise a better future and want to join a crew of peoples’, people flick us an email on: recruitment@advicefirst.co.nz

Wealth Management Adviser (Auckland)

We have and exciting opportunity for someone to join our Wealth Management team to service and support your own portfolio of existing clients. You will be responsible for providing excellent advice to clients, ensuring that their needs are met. You will be a pro-active individual who has proven strengths in building trusting and long term relationships with the ability to find the right solutions that add value to our clients lives. We need someone who is extremely passionate about what they do, doing it right and has the desire to continue to develop in their own career.

To be considered:

  • At least 3 years’ experience within the financial services industry
  • AFA Qualification 
  • An understanding of the Advice Process
  • Demonstrated and proven track record of meeting and exceeding expectations
  • Passion for providing exceptional outcomes to clients
  • Demonstrate strong communication and influencing skills
  • Ability to work in New Zealand

If you have a passion for helping clients realise a better future and want to join a crew of peoples, people flick us an email on: recruitment@advicefirst.co.nz

Wealth Management Adviser (Auckland)

We have and exciting opportunity for someone to join our Wealth Management team to service and support your own portfolio of existing clients. You will be responsible for providing excellent advice to clients, ensuring that their needs are met. You will be a pro-active individual who has proven strengths in building trusting and long term relationships with the ability to find the right solutions that add value to our clients lives. We need someone who is extremely passionate about what they do, doing it right and has the desire to continue to develop in their own career.

To be considered:

  • At least 3 years’ experience within the financial services industry
  • AFA Qualification 
  • An understanding of the Advice Process
  • Demonstrated and proven track record of meeting and exceeding expectations
  • Passion for providing exceptional outcomes to clients
  • Demonstrate strong communication and influencing skills
  • Ability to work in New Zealand

If you have a passion for helping clients realise a better future and want to join a crew of peoples, people flick us an email on: recruitment@advicefirst.co.nz

Quality Assurance Specialist

An exciting opportunity within the Financial Services Industry for someone with a strong client focus who wants to be tasked with developing and delivering quality assurance (QA) and risk management culture across our business. You will be involved in reviewing and assessing the advice provided to clients, focusing upon the quality and appropriateness of the outcomes.

What are we looking for?

  • Three years minimum working in the financial services industry
  • Appropriate tertiary and professional qualification
  • Solid experience with regulatory compliance and or commercial law/ auditing  
  • Firm but fair direction to make improvements
  • A thorough understanding and working knowledge of the Financial Advisers Act (FAA)

If you have a passion for helping clients realise a better future and want to join a crew of peoples, people flick us an email on: recruitment@advicefirst.co.nz

Disclosure statements for AdviceFirst Financial
Advisers are available on request and free of charge.