Do you have what it takes?

Financial Adviser (Investment)

 

Be part of a team that makes great things happen for our Investment clients. In this role, you will ensure that new and existing clients are supported with expert advice to make great decisions for their financial situation. You will understand that no client is the same, and advice will need to be tailored to each individual and their circumstances. You will join a nationwide team of financial advisers who inspire Kiwis to realise a better financial future.

 

Duties

  • Provide product advice,
  • Achieve client satisfaction and growth,
  • Maintain professional knowledge and skills,
  • Build strong relationships.

Skills and Experience

  • In-depth understanding of the Financial Services Industry,
  • Proven customer focused experience,
  • At least 2 years experience as a financial adviser,
  • A friendly, professional approach, with willingness to go the extra mile,
  • Eligible to work in New Zealand.

 

You will be joining an organisation that has ambitious plans. Our people, are people’s people, with a unified passion for inspiring others realise a better financial future. We demonstrate that we ‘Give a damn’ by looking after our people. The AdviceFirst Employee Benefits programme includes an extra KiwiSaver contribution, on-going development opportunities, a suite of insurances and many other things! Come and join our team where we are proud to be Rainbow Tick certified employer and a Living Wage accredited employer Applications will be reviewed as they come in.

 

Send all enquiries through to recruitment@advicefirst.co.nz 

Case Manager

 

Be part of a team that makes great things happen for our insurance clients and advisers. In this role you will help clients to understand the cover they have or when they would benefit from financial advice from one of our expert advisers. You will join a team who provide excellent administration and client support to our nationwide network of financial advisers who inspire Kiwis to realise a better financial future.

 

Duties

  • Support clients via phone and email,
  • Support advisers with administration support
  • Proactive calling to existing clients
  • Facilitate a positive client experience
  • Liaising with providers

Skills and Experience

  • Proven customer service experience and client facing administration experience,
  • Exceptional attention to detail and communication skills,
  • A friendly, professional approach, with willingness to go the extra mile,
  • Sound computer skills with the ability to pick up new systems,
  • Eligible to work in New Zealand.

 

You will be joining an organisation that has ambitious plans. Our people, are people’s people, with a unified passion for inspiring others realise a better financial future. We demonstrate that we ‘Give a damn’ by looking after our people. The AdviceFirst Employee Benefits programme includes an extra KiwiSaver contribution, on-going development opportunities, a suite of insurances and many other things! Come and join our team where we are proud to be Rainbow Tick certified employer and a Living Wage accredited employer Applications will be reviewed as they come in.

 

Send all enquiries through to recruitment@advicefirst.co.nz 

 

 

 

AdviceFirst is a Financial Advice Provider (FSP23242).