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Do you have what it takes?

Financial Adviser (Insurance)

 

We are looking for a highly motivated team player who is interested in a rewarding role as an insurance adviser in Christchurch. In this role, you will help us to grow our business. You will be part of a team that helps more Kiwi families to ensure their financial resilience by providing them with expert advice. You will understand that no client is the same, and your advice can help make a difference in their world.

 

Duties

  • Builds strong, trusting relationships
  • Uses expertise and knowledge to ensure client needs and best interests are met
  • Understands insurance products and can explain these clearly to clients
  • Works with established systems and processes
  • Achieves client satisfaction and growth
  • Continues to strengthen existing professional knowledge and skills
  • Looks outside the business for growth opportunities.

Skills and Experience

  • Proven customer focused sales experience
  • A friendly, professional approach, and is willing to go the extra mile
  • Proven ability to self generate leads
  • At least 2 years experience as a financial adviser
  • In-depth understanding of the Financial Services Industry
  • 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 

 

 

 

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 

 

 

 

Corporate Accountant

 

This is an exciting opportunity for someone wanting to progress in their accounting career who thrives on truly making a difference within an organisation. You will be a key part of the Finance team and help provide all of the required accounting functions. What makes this role different is our desire to drive change and a variety of improvement initiatives across the business. You will be  partnering with the business to deliver strategic insights and improvements that help us do better. You will be able to further develop your financial modelling skills and utilise your ability to influence change within an organisation.

This role requires engagement with staff, management, internal and external stakeholders. You will be a part of a small but buzzing team and joining an organisation with ambitious plans for the future. Our people are people’s people, with a unified passion for helping others realise a better future.

 

Skills and Experience: What are we looking for?

  • Ideally 2 – 3 years’ experience in an accounting role.
  • Experience in personally driving change to implement process improvements.
  • Ability to communicate and deal with people at all levels of an organisation.
  • An inquisitive nature to challenge the status quo.
  • A relevant Tertiary level qualification or demonstrated technical accounting knowledge.  Preferably studying towards a formal accounting qualification.

Benefits

  • Working in a great team environment with energised and motivated colleagues
  • Potential for flexible working arrangements
  • An additional KiwiSaver Employer Contribution (T’s & C’s Apply)
  • A suite of insurances including:
    • Health
    • Life
    • Trauma,
    • TPD
    • Income Protection
  • On-going professional development opportunities
  • Access to an employee assistance programme
  • A wellness programme.

 

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

 

 

 

AdviceFirst is a Financial Advice Provider (FSP23242).