Financial Advisor – KiwiSaver + Investments

$70,000 - $75,000

About the employer:

My client is a dedicated, NZ owned, financial services company that specialises in KiwiSaver and Investments and helps build financial confidence via a holistic approach.  Being able to take every-day Kiwis on a positive financial journey is what they strive for, and they are now looking for a financial advisor to join their team.

About the role: 

Reporting to the Customer Success Team Leader, this in-house phone-based role will suit someone who has already gained their NZ Certificate in Financial Services (Level 5) and is ready to commit to this career path.  You will be responsible for educating and advising members on how to achieve the best outcomes for their financial goals.   Duties include the following:

  • Conduct outbound phone calls to new and existing members to connect with and establish their financial needs
  • Act as the ‘go-to person’ for any financial advice around KiwiSaver and Investments
  • Proactively source out potential new leads for external advisors
  • Work alongside Client Relationship Specialists to achieve overall team goals
  • Work with a variety of internal teams for ongoing development

About you:

  • Have gained (or in process of gaining) NZ Certificate in Financial Services (Level 5)
  • A genuine interest in developing your career
  • Strong listening, customer service and overall communication skills
  • Results driven with a strong work ethic
  • Ability to have tough financial conversations with ability to show empathy
  • Resourceful, self-motivated and ability to work in a team and autonomously

What’s in it for you:

  • Remuneration of $70,000 – $75,000pa
  • Health and Life Insurance + 4% Employer KS Contribution
  • Working with a NZ owned and operated business for the past 25 years
  • Detailed induction and training
  • Social work environment and team outings
  • Free lunch every Monday

Please note: only applicants with the legal right to work in New Zealand will be considered for this role.

Emma Graham

Senior Recruitment Advisor

Apply attaching your CV with a covering letter outlining your availability and experience, using the reference ELG6702 If you have any questions regarding this role call Emma on (04) 901 6444.

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