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Last Article Uploaded: Monday, April 19th, 9:28AM

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Latest Job Listing

Senior Financial Adviser

Anywhere in Auckland

Wednesday, March 10th 2021, 9:53AM

About Us

Your future and the future of your loved ones depends on the actions you take now. Foundation Advice has specialist advisers New Zealand wide that can help with all your financial needs and make sure you and your family are protected from the unthinkable.

About the Opportunity

We are looking for a passionate and driven individual who enjoys working with people, to join us as a Senior Financial Adviser. As a Senior Financial Adviser, you will have a passion for helping protect people’s Lives, livelihoods health and family.

You will support a small team of trainee Financial Advisers by working one on one with them.

You will also guide them through the adviser process to assist clients with understanding the advice you are giving.

A large part of this role involves coaching and mentoring a group of diverse Financial Advisers remotely and assisting them with gaining their own Level 5 certification.

This role is completely unique in the industry and is more about mentoring and guidance of others than you needing to find your own clients.

About You

We are looking for a talented person who has a passion for success, has a strong business acumen and wishes to join a team of like-minded individuals.

We are particularly interested in those from a banking background use to advising around Life, Health and Risk Protection.

You will have previous experience in a Financial Adviser role, hold or be nearing completion of your Level 5 Financial Services Certification and are looking to develop your experience in a growing market.

For the right person, we offer a diverse and inclusive work environment with continuous learning and development opportunities.

About what’s next

If you are interested in joining our fast-growing company and your skills meet the above criteria, please submit your CV and cover letter to info@foundationadvice.nz

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