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Financial Planner

Want to make a difference to the lifestyle of your client in beautiful Hawkes Bay. Join this company where the client’s needs and goals are central to everything they do.

This company is a key player within the Financial Planning industry who has a strong reputation for delivering high quality, consistent advice through its planner network.

This role will see you:

  • Managing a book of new and existing clients
  • Have a strong support team who will identify new client opportunities and conduct administration tasks related to implemented client strategies
  • Work towards agree sales and revenue targets
  • Identify new business opportunities whilst talking to clients whilst ensuring all compliance obligations are met
  • Using your highly developed relationship building and client service skills
Experience ideal for this role:
  • Prior experience in a financial planner position – minimum of 2 years preferred
  • Strong knowledge of legislation and compliance regulations for the Financial Planning industry
  • Strong relationship management, negotiation and client service skills
  • Relevant industry qualifications – level 5 required 
  • Degree qualified in a related discipline such as Commerce, Applied Finance etc
If this role is for you then apply now or for a confidential discussion please contact Hayley Jordaan on 021 191 1101 or email your CV to

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Hayley Jordaan

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