Financial Adviser - New to Industry

Haven Advisers; Ngaruawahia; On-site; NZD 80,000 - 120,000; Full time

Job summary

A leading financial advisory firm in New Zealand is looking for passionate individuals to join as Financial Advisers. This role empowers clients to manage their finances effectively. With extensive training and support, you’ll build a rewarding career helping everyday Kiwis achieve financial freedom. Whether you’re new to the industry or considering a career change, we want to hear from you.

Benefits

Industry-leading training

Qualified leads provided

Admin and compliance support

Qualifications

• Diverse backgrounds beneficial: health, property, IT, travel, construction.
• Willingness to complete financial services certification within one year.
• Experience in guiding people through sales processes is advantageous.

Responsibilities

• Meet clients to provide financial advice and build relationships.
• Educate clients on wealth accumulation and KiwiSaver.
• Guide clients through risk assessments and insurance planning.

Skills

Strong interpersonal skills

Sales experience

Goal-oriented mindset

Education

NZ Certificate in Financial Services (Level 5)

Job description

$80,000-120,000+ year 1 (building to $150k+ yr 3)

Created by Kiwi for Kiwi, Haven has been helping everyday New Zealanders achieve financial freedom for over 15 years. We are one of the largest financial advisories in New Zealand, with a broad and experienced team. What’s most important to us is people, not just the numbers, so we’ve created a dedicated team of trusted advisers who help Kiwis with some of their most important decisions.

You will be joining a supportive culture where all advisers and support teams help each other grow and succeed.

You will enjoy an innovative environment where technology and support specialists allow advisers to focus on clients and advice.

You will be part of a proven model that assists advisers to provide clients greater value and in turn achieve their own lifestyle and earning objectives.

About you

We want to help you break into the industry and become a Haven Financial Adviser. We are looking for people with a great attitude and transferable skills. You will:

• Be passionate about helping people.
• Love pushing yourself and achieving goals.
• Be competitive and determined.
• Want to earn great money.
• Be prepared to work hard to achieve it.
• Want a career rather than just a job and want to be in control of your future.
• Be excited about being part of a high-energy and successful team — work should be fulfilling and fun.

About the role

As a Financial Adviser, you will be empowering a broad range of clients by helping them take control of the financial aspects of their lives. Every day, you’ll work with new and existing clients, helping them reach their goals. Day-to-day responsibilities include:

• Meeting clients via video and in person.
• Building relationships, giving financial advice, and helping set clients up for a brighter financial future.
• Educating clients on wealth accumulation and assisting them in making great decisions about their KiwiSaver fund.
• Guiding people through risk assessments and protection planning. Assisting clients to implement their insurance plans.

We will support you with industry-leading training, tools, and resources which free you up to deliver great support and advice to your clients.

Qualified leads are booked for you every week.

Fantastic admin and compliance support teams will give you confidence that your advice meets all necessary requirements.

Experience & Qualifications

Current Haven Advisers come from diverse backgrounds including health, property, IT, travel, and construction.

Previous experience guiding people through sales or consultation processes and helping them take action is beneficial.

You have the intention of completing the NZ Certificate in Financial Services (Level 5) within the next year.

If you don’t yet have this, we are still keen to hear from you and can help guide you on a pathway.

Apply to receive an info pack — including a video of our Virtual Open Day webinar and Job Description.

Whether you’re new to the industry or considering a career change, we are keen to hear from you.

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Your application will include the following questions:

• Which of the following statements best describes your right to work in New Zealand?
• How many years' experience do you have as a financial adviser?
• Do you have experience in a sales role?

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