Full Time (Weekdays 8.30am-5pm: 37.5 hours)
Start: Mid-January 2025
Use your passion for empowering people to achieve their financial goals by providing financial coaching (budgeting advice) to our investor clients.
Opes Partners is seeking an experienced Finance Coach to join our successful team and head our Invest Ready service. In this role, you'll guide our investor clients to improve their financial position so they can qualify to purchase an investment property.
Key Responsibilities:
Contact referrals received from our team of investment advisers to schedule Zoom meetings.
Assess clients' financial situations and develop personalised budgeting plans, providing practical guidance on managing expenses, reducing debt, and saving effectively.
Maintain a contact schedule with clients, conducting meetings with them 3-6 monthly to keep them on track.
When they're 'Invest Ready', book them back in with our advisers so they can purchase a property!
Act with clients' best interests at heart and adhere to compliance requirements.
Why Join us?
Remuneration and Benefits: $85K-$90K
3% Kiwisaver
Laptop
Phone
EAP (free counselling)
Medical insurance
Career Growth: Learn from amazing industry professionals in a progressive company to grow your career in financial services (mortgage adviser or investment adviser career pathways available).
Appreciation: Your efforts will make a real difference to our clients and their ability to achieve their financial goals!
Work-life balance: No expectation to work beyond your office hours. Enjoy your weekends and evenings!
Supportive Management: Regular one-on-ones, open-door management policy, and ongoing training.
Fantastic Culture: Hardworking, supportive team that values camaraderie and makes coming into the office a joy!
Modern Office: Central location, open plan, well-stocked with snacks, and a truly welcoming environment.
Skills & Experience:
Proven experience in financial coaching, budgeting, or financial advisory roles.
Strong understanding of personal finance principles and debt management.
Excellent communication and interpersonal skills to build professional relationships.
A solutions-oriented approach to help people stay on plan.
Exceptionally good time management and organisation skills to manage a busy schedule.
(Ideally) passionate about property investing/lending.
Must haves:
Certification in financial planning / Level 5 in Residential Property Lending.
Strong command of English language (written and verbal).
About Us
At Opes Partners, our goal is to be New Zealand's most trusted property investment company. Our team of 12 advisers across Auckland and Christchurch empowers Kiwis to achieve financial freedom through property investment.
Sometimes, clients need help to become financially ready to invest. That's where you come in. You'll guide them on debt reduction, income growth, and lender appeal, preparing them for property investment. Then, you'll connect them with our advisers to begin their journey!
Join Us: Help New Zealanders secure their financial future. Apply today to become a key player in our clients' journey toward property investment.
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