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Financial Adviser

Financial Adviser

08-9-25    South Island Other / Permanent
Join a team of Experienced Financial Advisers, specialising in Insurance and Mortgages, alongside the Investment Team in providing sound and ethical advice, for clients across New Zealand. 

What the role entails:
  • Offer your clients Life and Mortgage Advice from leading suppliers at competitive rates.
  • Assist your clients with claims to help make the process easier and giving them, greater peace of mind.
  • Providing your clients with a financial plan and advice to help them reach, their retirement goals.
  • Work with your clients to keep their financial plans up to date with their life changes.
What the role offers you:
  • Flexibility to work in the office and at home
  • Attractive Base Salary plus commission component 
  • Established client base to leverage from, to help you grow your new business pipelines.
  • Fun, Dynamic Culture of Experienced Advisers with solid financial Industry, knowledge and backgrounds.
  • Great Leadership and mentoring from Senior Management, to support your journey!
A one stop shop, holistic approach for your clients needs, is where you want to be in the market, in providing quality and thoughtful plans for your clients, with a vibrant team of Advisers, to work alongside and supported by other specialists, in the business. 

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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Hayley Jordaan Associate Director — Wealth Management
25-8-25

Financial Adviser

Auckland / Permanent

Join a team of experienced Financial Advisers in their Auckland office offering clients Life and Health and Investment Advice...

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