Financial Adviser RELOCATE TO CHRISTCHURCH
5+ years DIMS experience in an advisory capacity working with wealth management clients at various life stages. Christchurch City. Existing book
Our client, a New Zealand financial services firm with a national footprint of advisers and offices across all regions, wishes to recruit a Financial Adviser. The focus will be on providing greater financial certainty for your clients through all investment wealth management life stages.
About the role:
You will manage and grow a profitable portfolio of new and existing clients with a long-term outlook managing the whole life cycle of each client. Providing professional advisory services by keeping your clients well informed whilst developing and maintaining the client relationship.
In this role:
You will maintain regular client review meetings to ensure the current financial solution is relevant. Be fully compliant with all legislative, regulatory and company best practices whilst offering a best of class services in the DIMS space.
About you:
If you want to relocate to Christchurch to take up an opportunity like this, speak to us, as this client is open to candidates from elsewhere in New Zealand.
If this role could be your next move and you want to join a growing and hybrid team, please ' Click Apply '. Contact Gary Bloxham on 09 974 9072 for a confidential discussion.
Applicants who can work and reside in New Zealand will only be considered for this opportunity.
Here at Tyler Wren, we know good people know good people, if you refer someone to Tyler Wren, whom we secure a new role, we offer a voucher of *$600. Click here to refer a friend https://tylerwren.co.nz/refer-a-friend/
Access our latest salary guides https://tylerwren.co.nz/salary-guide/
Our client, a New Zealand financial services firm with a national footprint of advisers and offices across all regions, wishes to recruit a Financial Adviser. The focus will be on providing greater financial certainty for your clients through all investment wealth management life stages.
About the role:
You will manage and grow a profitable portfolio of new and existing clients with a long-term outlook managing the whole life cycle of each client. Providing professional advisory services by keeping your clients well informed whilst developing and maintaining the client relationship.
In this role:
You will maintain regular client review meetings to ensure the current financial solution is relevant. Be fully compliant with all legislative, regulatory and company best practices whilst offering a best of class services in the DIMS space.
About you:
- 5+ Years of experience in the financial services industry, DIMS essential
- A strong understanding of sales and analytical skills to complement your book growth
- Exceptional relationship and business development skills
- Effective time manager with the ability to work autonomously
- Tertiary qualified: NZFSC Level 5 (Investment & Financial Advise)
- A diploma in Financial Planning or CFP preferred
If you want to relocate to Christchurch to take up an opportunity like this, speak to us, as this client is open to candidates from elsewhere in New Zealand.
If this role could be your next move and you want to join a growing and hybrid team, please ' Click Apply '. Contact Gary Bloxham on 09 974 9072 for a confidential discussion.
Applicants who can work and reside in New Zealand will only be considered for this opportunity.
Here at Tyler Wren, we know good people know good people, if you refer someone to Tyler Wren, whom we secure a new role, we offer a voucher of *$600. Click here to refer a friend https://tylerwren.co.nz/refer-a-friend/
Access our latest salary guides https://tylerwren.co.nz/salary-guide/
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