Financial Adviser: Lead with Support & Growth

Haven Accountants & Financial Advisers; Whangarei; On-site; NZD 60,000 - 90,000; Full time

Job summary

Haven Accountants & Financial Advisers in Whangarei is looking for a passionate Financial Adviser to empower clients in managing their finances. As part of a supportive culture, you will educate clients, build relationships, and help them make informed decisions about their financial futures.

This role offers a unique opportunity to work with qualified leads, supported by great admin and compliance teams. Applicants must have unconditional working rights in New Zealand and a commitment to complete the necessary financial services certification.

Qualifications

• Passionate about helping people and achieving goals.
• Experience in client-facing roles, consultation, or sales.
• Ability to work hard and be part of a successful team.

Responsibilities

• Meet clients via video and in person.
• Provide financial advice and assist with clients' goals.
• Educate clients on KiwiSaver and investment decisions.
• Guide clients through risk assessment and insurance planning.

Skills

Client relationship building

Financial advisory

Wealth accumulation education

Risk assessment

Education

NZ Certificate in Financial Services (Level 5)

Job description

Haven Accountants & Financial Advisers in Whangarei is looking for a passionate Financial Adviser to empower clients in managing their finances. As part of a supportive culture, you will educate clients, build relationships, and help them make informed decisions about their financial futures.

This role offers a unique opportunity to work with qualified leads, supported by great admin and compliance teams. Applicants must have unconditional working rights in New Zealand and a commitment to complete the necessary financial services certification.