Our client, Advisory Window, is seeking a motivated and client-focused Financial Adviser to join their Auckland CBD team. This is an excellent opportunity to build a long-term career within a growing financial advisory firm dedicated to improving the financial wellbeing of New Zealand families and businesses

About the Role

The successful applicant will:

· Provide investment and financial advice tailored to clients' individual needs and objectives.

· Build and maintain long-term client relationships.

· Assist clients to develop investment and wealth management strategies.

· Explain financial and investment products in a clear and professional manner.

· Conduct client reviews and maintain accurate client records.

· Ensure compliance with New Zealand financial services regulations and company policies.

· Use CRM systems and Microsoft Office applications to manage client information and workflows.

· Work collaboratively with the advisory team to deliver quality client outcomes.

· Contribute to the growth and development of the business through excellent client service.

Requirements

· Minimum 2 years' experience in financial services, insurance, banking, investment advisory, client relationship management, or a related field.

· NZ Certificate in Financial Services (Level 5) (Investment Strand), or currently working towards obtaining this qualification within the next 3 months.

· Sound understanding of investment products and financial markets.

· Strong communication and interpersonal skills.

· Good organisational and time management skills.

· Proficiency in Microsoft Office and CRM systems.

· Professional, self-motivated and client-focused approach.

What We Offer

· Competitive remuneration of $35.00 – $40.00 per hour.

· Ongoing training and professional development.

· Support towards further financial services qualifications and CFP certification.

· Supportive and collaborative team environment.

· Career progression opportunities within a growing advisory business.

About Advisory Window

Advisory Window provides advice across life and health insurance, income protection, mortgage and business cover, investment planning and retirement planning. We are committed to delivering clear, practical and client-focused financial advice.

To apply, please email your CV and cover letter

 

Employer Questions

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