We are seeking an experienced and highly skilled Senior Financial Adviser to join our dynamic team.
This role offers an exciting opportunity for a seasoned professional with a proven track record in providing cutting-edge financial solutions.Key ResponsibilitiesDesign and Prepare Bespoke Financial StrategiesDevelop tailored financial plans that align with each client's unique circumstances and goals.
This encompasses a diverse range of strategies and includes recommendations for specific financial instruments and products.
Regular reviews and adjustments are made to strategies based on changing market conditions and client needs.Conduct In-Depth Reviews of Clients' Financial CircumstancesAssess clients' current financial situations, including income, expenses, assets, and liabilities.
Engage in discussions to document both short-term and long-term financial goals, while evaluating risk tolerance through targeted assessments and conversations.Analyse Clients' Financial Statuses and Provide Expert AdviceUtilize financial planning tools to assess clients' financial health and interpret complex data.
Provide actionable recommendations on financial products across New Zealand providers.Maintain Ongoing Client Relationships and Ensure ComplianceSchedule regular review meetings to discuss recommended solutions and address any client inquiries.
Ensure all advice and transactions comply with industry regulations, while maintaining accurate and up-to-date client records to meet compliance standards.Lead and Collaborate with Teams to Deliver Exceptional ResultsCoordinate with other financial professionals, such as mortgage advisers, accountants and lawyers, to provide comprehensive financial solutions.
Mentor junior team members and actively participate in team discussions about market trends and strategies to enhance overall service delivery.Required Qualifications and SkillsMinimum 10 years' experience in Financial AdvisingNew Zealand Certificate in Financial Services (Level 5) or equivalent or at least in the advance stages of completion (less than one month)Qualification in Financial PlanningExcellent analytical and problem-solving skillsOutstanding interpersonal and communication abilitiesProficiency in Microsoft Office SuiteStrong leadership and mentoring capabilitiesDesired AttributesPassion for high-quality service in fast-paced environmentsOut-of-the-box thinking and innovative approach to financial solutionsClient-focused mindset with exceptional relationship management skillsAbility to work effectively both independently and as part of a teamWhat We OfferCompetitive salary package commensurate with experienceOpportunities for professional development and career advancementCollaborative and dynamic work environmentChance to work with industry-leading financial products and servicesIf you are a highly accomplished financial professional with a passion for delivering exceptional client outcomes, we want to hear from you.
Join our team and take your career to the next level!To apply, please submit your CV and a cover letter detailing your relevant experience to ******.
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