Lyford Investment Management Ltd – Wellington, North Island
Join our family-owned and run financial advisory firm, serving clients for over 30 years. We're committed to long-term relationships, both with clients and our team. As we grow and prepare for the retirement of two senior advisers, we're looking for passionate professionals to help us care for our expanding client base. If you're seeking a collaborative environment with growth potential, we'd love to welcome you to the team.
Role Overview We have an existing loyal client base that needs nurturing. As an Associate Adviser, you will begin by supporting senior advisers with preparing meeting notes, summarising client appointments, scheduling appointments, and managing client relationships. You'll be involved in client meetings from day one, gaining exposure to all aspects of the advisory process as you progress towards providing direct advice.
Our unique employment structure utilises the highly successful Diamond Structure which is designed to develop you into a successful financial adviser. You'll have the opportunity to advance through clearly defined levels from an Associate to Servicing to a Growth Adviser. You'll be working with Senior Advisers developing client relationships and growing the business.
Career Path and Levels We offer a clearly defined career path with 12 distinct levels. Your growth will depend on your performance, initiative, and passion for client care. There are opportunities for leadership, specialisation, and potentially owning a share of the company.
We believe in continuous learning and provide hands-on mentorship from experienced advisers to help you transition from a supportive role to an advice-driven role. Our salary structure grows with your experience and expertise, with opportunities to earn up to $240,000.
Our non-commission-based structure allows you to focus entirely on delivering exceptional, client-centered advice without the pressure of sales targets. This ensures your success is measured by client satisfaction and long-term relationship building, rather than short-term sales.
Levels 1-4 Earn $76,000. Learn how to support your advisers. This might take 15 days to three months.
Earn $80,500. Prepare for adviser meetings and complete post-meeting requirements. You will have direct engagement with clients as an observer at these meetings.
Earn $85,500. You will be involved in the entire client journey including the preparation of all documents.
Earn $104,000. You will advise clients as well as assist senior advisers with their clients.
The structure continues for eight more levels, each well-defined with specific servicing requirements and salary bands. To progress above Level 3 in our Diamond Structure, a Level 5 Certification in Financial Services is required.
Education & Experience: Tertiary qualification - not necessarily in the financial sector.
Three years' experience in a client-facing role.
Skills: Strong written communication and presentation skills.
Mastery in Microsoft Word and Excel.
Ability to identify what's important to people and translate that into financial objectives.
To apply, please submit your CV and a cover letter detailing your relevant experience to [emailprotected].
Application Deadline: 24th November 2024.
With some flexibility, this role is scheduled to start on the 21st of January 2025.
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