Do you have what it takes?

At AdviceFirst, we have 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.
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 (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

Apply for role

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

Apply for role

AdviceFirst is a Financial Advice Provider (FSP23242).

More information is available here