Financial Adviser
25-8-25 Auckland / Permanent
Join a Team of Experienced Financial Advisers
Be part of a dynamic group of professionals who specialise in
Personal Insurance and work alongside a dedicated
Investment Team to deliver ethical, client-first financial advice across New Zealand.
What the Role Entails:
- Provide clients with a wide choice of quality products from leading suppliers at competitive rates.
- Support clients through the claims process, ensuring a smoother experience and peace of mind.
- Develop tailored financial plans to help clients reach their retirement and lifestyle goals.
- Review and optimise KiwiSaver plans to meet client expectations.
- Maintain up-to-date financial strategies that evolve with your clients’ life changes.
What the Role Offers You:
- Flexibility to work in the office and from home.
- Attractive base salary plus benefits.
- Established client base to leverage for building new business pipelines.
- A fun, dynamic culture of experienced advisers with strong industry knowledge.
- Leadership and mentoring from senior management to support your career growth.
- A holistic, one-stop-shop approach to financial planning, supported by a collaborative team of specialists.
If you’re looking to deliver thoughtful, quality financial advice while growing within a vibrant and supportive team, this is the place for you.
Contact Hayley Jordaan for a confidential discussion about this new opportunity on 021 191 1101 or apply on the link. #SCR-hayley-jordaan
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