Senior Financial Adviser – Investment & Client Growth

Perpetual Guardian; Dunedin; On-site; NZD 90,000 - 130,000; Full time

Benefits offered by this job

Health and Life Insurance Cover*

Discounts on company products

Discounts on products and services via

Job summary

Perpetual Guardian in Dunedin invites a qualified Financial Adviser to join our Investment Advisory team in Dunedin or Christchurch. You will deliver investment management and advisory services to Clients including non-discretionary agency clients, co-trustees and engaged beneficial interests.

The Financial Adviser is expected to promote additional products and services in a collaborative team environment. It is a pre-requisite that the Financial Adviser will form and nurture longstanding client

Qualifications

• Qualified Financial Adviser with NZ Certificate in Financial Services Level 5 preferred.
• Experience as a Financial Adviser or NZ Certificate in Financial Services Level 5.
• Familiar with FA regulatory requirements and industry trends.

Responsibilities

• Develop high value clients and referral sources.
• Assess clients' financial picture and craft solid financial plans.
• Provide guidance and support to fiduciary services.
• Cultivate client base and build win-win relationships.
• Manage risk and ensure regulatory compliance.
• Stay updated on industry trends and market research.
• Adhere to financial advisory regulations.

Skills

Financial advisory

Client management

Regulatory knowledge

Investment platforms

Stakeholder relationships

Microsoft Dynamics

CFP/CFA preferred

Education

New Zealand Certificate in Financial Services (Level 5)

CFP or CFA preferred

Tools

Microsoft Dynamics

Job description

Perpetual Guardian in Dunedin invites a qualified Financial Adviser to join our Investment Advisory team in Dunedin or Christchurch. You will deliver investment management and advisory services to Clients including non-discretionary agency clients, co-trustees and engaged beneficial interests.

The Financial Adviser is expected to promote additional products and services in a collaborative team environment. It is a pre-requisite that the Financial Adviser will form and nurture longstanding client