Financial Adviser

Financial Adviser

25-11-24    Christchurch / Permanent

Kia Ora Financial Planning Network!

Join a team of Experienced Financial Advisers, specializing in Personal Insurance, providing sound and ethical advice, for clients in the Canterbury Region. 

What the role entails:

• Offer your clients a choice of quality 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.
• Review their KiwiSaver plan to help it live up to their expectations.
• Work with your clients to keep their financial plans up to date with their life changes.

What the role offers you:

• Flexibility to work 3 days in the office and two days at home
• Attractive Base Salary plus benefits
• Established client base with solid referral channels, 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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