deVere New Zealand is seeking a highly motivated and skilled individual to join our team as a Financial Advisor. The successful candidate will be responsible for providing comprehensive financial planning advice and solutions to our clients. This role will require the candidate to travel to clients within Auckland and outer regions, as required.


Number of roles available: 2

Responsibilities:

  • Building and maintaining relationships with clients to understand their financial goals and needs.
  • Analysing clients' financial situations and recommending appropriate financial solutions and investment strategies.
  • Managing and growing a portfolio of clients through effective client communication and proactive account management.
  • Travelling to clients within Auckland and outer regions, as required.
  • Keeping up to date with the latest financial products, services, and industry trends to provide the best advice to clients.
  •  Ensuring compliance with all relevant regulations and company policies.

Requirements:

  • New Zealand Certificate in Financial Services Level 5 essential.
  • At least 3 years relevant experience preferred.
  • Strong understanding of financial products and services, investment strategies, and risk management.
  • Excellent communication and interpersonal skills.
  • Ability to work independently and as part of a team.
  • Proven track record of achieving targets and meeting performance metrics.
  • Ability to maintain confidentiality and act with integrity.
  • Knowledge of United Kingdon financial products and services.
  • Knowledge of New Zealand financial regulations and industry standards essential. 

If you are passionate about providing exceptional financial advice and are looking for an exciting career opportunity with a dynamic and growing company, please submit your application today with your CV.

Employer Questions

Your application will include the following question(s):

  • Do you require work visa sponsorship for New Zealand?
  • Do you speak English to a native level?
  • Do you have your New Zealand Certificate in Financial Services Level 5
  • Do you have experience as a Financial Advisor?
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