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Financial Adviser I Kiwisaver I Managed Funds

Wellington Wellington Greater Wellington, New Zealand
Competitive Salary
Closing date
Mar 4, 2024

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Job Role
Contract Type
Full Time
Looking for a career, not just a job? Educate and guide existing clients on how best to grow their wealth.
Looking for a career, not just a job? Similar to working in a bank, you will be assisting existing clients with their financial goals, however this specialist role is focused solely on KiwiSaver and Investments. This pathway could eventually lead to furthering your financial advisory career, leadership or operational/ analytical support within the wider business. As a Financial Adviser, you will be a part of a wider team that;

Engage with existing clients of Kiwisaver over the phone, email, or live chat. Seek to understand their personal and financial circumstances to best provide guidance in relation to their Kiwisaver fund. Educate clients on different managed fund options Explain how market conditions can impact KiwiSaver and Managed Funds balances Share ideas on process or client experience improvement initiatives Work together, socialise together, laugh together and learn together

You know you're right for this role if you're…

Client focused - You've delivered awesome customer service elsewhere - this might be within a bank or other financial service business, or it might be in retail, contact centre, hospitality or even in mentoring or counselling roles Interested in helping every day Kiwis achieve financial wealth Have completed your Level 5 Financial Services Certificate, Investments strand Clear with both your credit and police check

What you'll get in return…

CAREER PROGRESSION: There are ‘Real life' examples of career progression - Either into senior financial advisory roles, leadership or other areas of a growing investment business.
LEARNING & DEVELOPMENT: They offer lots of in-house training and education as well encourage self-development and learning.
CLIENT EXPERIENCE/ WELLBEING: This team genuinely wants to help their clients grow their wealth and be ‘financially fit!'. Help clients prepare for big life changes that could impact their KiwiSaver - first home, financial hardship, serious illness, retirement.
TEAM CULTURE: Supportive, fun, energetic team culture, Stunning offices, capability of working from home but also learning from others in the office.
COMPANY CULTURE/ VALUES: Progressive, growing business open to change, ideas, new initiatives, investment into technology and most definitely investment in their people!

Next steps
A bit about Kathryn (Kat)

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