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Careers

ADVICEFIRST

Careers

Living Wage Accreditation Employer Award

    At AdviceFirst, we are the expertise, people and resources to give New Zealander’s the advice that’s needed, when it’s needed.

Our people are people’s people

  • 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. We’re not off the shelf! No one-size-fits-all, she’ll-be-right.
  • We offer people the environment to flourish, grow and develop. We aren’t your normal workplace – we’re not rigid, boring or the status quo. We push each other to not just do good but do great!
  • We also give a damn. About our clients, about our people and our community. We have an extensive benefits programme; we give back and we support causes which are dear to our heart.

So, what are you waiting for?

Current Vacancies

If you have experience as a Financial Adviser 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! Otherwise our current openings are below:

Financial Adviser (Risk Insurance)

We have an opportunity to join our team of Financial Advisers in Wellington servicing existing clients in our Risk Insurance crew. You may be early on in your Financial Advice career or enjoy the relationship management of servicing existing clients, but rest assured you will be joining a knowledgeable team of Financial Services Professionals with their own areas of specialisation that you can learn and leverage from.

You will be responsible for providing excellent advice to your portfolio of clients, and to ensure that their needs are met. This will involve being an exceptionally good listener, asking the right questions and providing the right solutions to meet your client’s needs. You will also be provided with regular coaching and mentoring to enable you to develop your career as a Financial Adviser.

AdviceFirst is also open to purchasing an existing book of business if you have an existing client base you would like to bring with you, and enjoy the support of a larger organisation.

To be considered:

    • Experience in a client facing role with a Risk Insurance focus is essential.
    • A proven track record of meeting and exceeding targets
    • A L5 qualification, or on a pathway to complete is essential.
    • A true passion for providing an exceptional client experience
    • Ability to drive a growing client base as well as focusing on their retention through regular reviews
    • Strong relationship management and networking skills
    • Ability to demonstrate strong communication and influencing skills
    • Eligible 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

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

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