Financial Adviser
25-11-24 Auckland / Permanent
Kia Ora Financial Planning Network!
Join a team of Experienced Financial Advisers, specializing in Personal Insurance, alongside the Investment Team in providing sound and ethical advice, for clients across New Zealand.
What the role entails: - Offer your clients a choice of quality products 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.
- Review their KiwiSaver plan to help it live up to their expectations.
- Work with your clients to keep their financial plans up to date with their life changes.
What the role offers you: - Flexibility to work 3 days in the office and two days at home
- Attractive Base Salary plus benefits
- Established client base with solid referral channels, 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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