Cultivate – SEEK Medium Agency of the Year 2023As the Team Manager of 8 – 10 Financial Advisers specialising in Investments and KiwiSaver, 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.This newly created role will include:People leadershipProvide training and mentoring sessions to enhance adviser's 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.OperationalCollaborate with other teams to enhance client service and operational efficiency.Stay updated on market trends and regulatory changesStrategic FocusPrepare detailed reports and strategic plans to optimize team performance.Grow your team of advisers across all the regional officesYou know you're right for this role if you have:Been an Investment financial adviser previously to share your invaluable experience and insightsPeople leadership experience – mentored, trained or led othersObtained your Level 5 financial services certification in InvestmentsClear credit and police checkWhat 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!Next stepsIf interested or curious, please apply here with your CV.
You'll need to hold NZ citizenship, residency, or have already secured a valid visa.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.
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