Financial Adviser

15-1-25    Auckland / Permanent
Join a team of experienced Financial Advisers, specializing in Personal Insurance Advice, for clients across Aotearoa! 

What the role entails:
  • Offer your clients a choice of quality Insurance products from leading suppliers at competitive rates.
  • Assist your clients with claims to help make the process easier and giving them, greater peace of mind.
  • Providing your clients with a financial plan and advice to help them reach, their retirement goals. 
  • Work with your clients to keep their financial plans up to date with their life changes.
What the role offers you: 
  • Attractive Base Salary plus benefits
  • Established client base to leverage from, to help you grow your new business pipelines.
  • Fun, Dynamic Culture of Experienced Advisers with solid financial Industry, knowledge and backgrounds.
  • Great Leadership and mentoring from Senior Management, to support your journey!
A one stop shop, holistic approach for your clients needs, is where you want to be in the market, in providing quality and thoughtful plans for your clients, with a vibrant team of Advisers, to work alongside and supported by other specialists, in the business. 

Contact Hayley Jordaan for a confidential discussion about this new opportunity on 021 191 1101 or apply on the link. #SCR-hayley-jordaan
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Hayley Jordaan Associate Director — Wealth Management
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