Investment Adviser - Auckland - North ShoreAucklandPermanentCloses: 29/11/24About the role We are looking for a motivated professional to join us as an Investment Adviser at our newly established branch on Auckland's North Shore. In this role you will develop business plans and strategies in order to build a client base with a keen eye on providing high quality investment advice that is aligned to our client's investment goals and circumstances.
We are committed to continuous learning, so our team of 180+ Investment Advisers receive training on products, sales and networking skills.
About you To be successful in this role, you will ideally:
Have a tertiary degree in either finance, commerce, business, or a related field;Enjoy working with people and helping them make informed decisions relevant to their financial future;Have the ability to explain financial concepts simply and easily;Be energetic, motivated and proactive;Have strong business development skills;Possess excellent communication and networking skills;Have established local connections to client networks;Have a high level of professionalism.Although a qualified Financial Adviser would be desirable, we are open to receiving applications from candidates who are working in a related field and who may not currently possess a relevant qualification and/or Level 5 Financial Services Certificate.
Benefits Comprehensive health insurance, annual health check and flu vaccinationsParental leave - 26 weeks' pay 'top up' for eligible Primary Carers and additional paid Partner's leaveAdditional week of leave (conditions apply)Other leave (such as sick leave, bereavement leave, and family violence leave) from your first day of workLong service leaveFlexible work optionsSavings benefits and preferential insurance ratesAbout the Company Craigs Investment Partners (CIP) is a multi award winning investment advisory firm which is one of the largest in New Zealand. With 19 offices located throughout the country and over 600 employees, we offer solutions and advice to both private investors, corporate and institutional clients.
Why Craigs? We pride ourselves on creating an environment where our people feel they belong and can bring their best self to work and feel valued. We grow as a team and with our clients and are always looking to support our communities – both internal and external. Our values build the foundation of how we work and how we provide great outcomes for our people and our clients.
We are stronger togetherWe strive for excellenceWe put people firstWe do what's rightIf you would like to find out more about working at Craigs, visit our Careers page – https://craigsip.com/careers How to apply If you think you have what it takes to make your mark as a successful Investment Adviser at Craigs please apply today. We will be interviewing suitable candidates as they apply.
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