Position: Team Manager of Financial AdvisersType: Full timeSalary: $130,000 - $150,000 + bonus + uncapped commissionAs the Team Manager of 8 – 10 Financial Advisers, you'll use your previous experience as a leader and financial adviser to coach, mentor and develop the existing team of financial advisers as well as recruit and bring on new advisers over the next few years. While the team is smaller in size, you will also manage your own portfolio of investment clients.This newly created role will include:People leadershipProvide training and mentoring sessions to enhance advisers' existing skill levels – some travel will be required as Advisers are based nationally.Lead and support Financial Advisers to achieve targets and ensure their clients receive exceptional customer service.AdvisoryRegularly review client portfolios and update on market trends and performance.Analyse clients' goals, risk tolerance, and finances to create tailored investment strategies.Perform risk assessments to shape recommendations and protect client assets.OperationalCollaborate with other teams to enhance client service and operational efficiency.Stay updated on market trends and regulatory changes.Strategic FocusPrepare detailed reports and strategic plans to optimise team performance.Implement client acquisition strategies through networking, referrals, and marketing.Grow your team of advisers across all the regional offices.You know you're right for this role if you have:Been a financial adviser previously to share your invaluable experience and insights.Strong people leadership skills – mentored, trained or led others.Obtained your Level 5 financial services certification in Investments.Clear credit and police check.What you'll get in return:LEADERSHIP GROWTH: Opportunity to develop your leadership capability within a business that has ambitious growth plans for this team.POTENTIAL CAREER PROGRESSION: Given the growth trajectory of this business, this could lead to more senior or strategic roles in the future.COMPANY CULTURE/VALUES: Well-known, successful and growing business open to new ideas, process improvements, investment into technology and investment in their people!VARIED ROLE: Mix of client facing, operations and leadership. No two days will be the same.Next steps:If interested or curious, please apply here with a CV. You'll need to hold NZ citizenship, residency, or have already secured a valid visa. For additional queries, please feel free to reach out to Kathryn on ****** (just remember to apply online first so your CV doesn't go missing!)We understand some job seekers choose not to apply if a role isn't a 100% match. We'd encourage you to apply anyway or send us your details. If this isn't right, something else might be.
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