Full time Our purpose at Lighthouse is to secure Kiwis' financial future.
We're passionate about empowering everyday Kiwis with the financial literacy they need and providing the knowledge for our clients to succeed.
Far from just a regular financial services firm, we have Accounting, Mortgages, and Wealth experts that offer holistic financial advice and expertise to our clients.
We're the first full-service financial firm of our kind with a mission to become a household name in New Zealand.
We're a young and ambitious team, based in the heart of Auckland CBD.
We care about high performance and provide an epic environment to thrive in.
Competitive salary with opportunities for bonuses and career development.
A modern open-plan loft-style office in the heart of Auckland.
A young and ambitious team that loves to celebrate wins.
A passionate team dedicated to helping our clients achieve their financial goals.
Regular team activities and social events.
Work-from-home Wednesdays.
About The Role One of our Wealth Analysts has been promoted to a Financial Adviser role.
We are looking for a new Wealth Analyst to join our growing team.
This role will report to the Wealth Director and will include joining client meetings, writing financial plans, and liaising with clients.
Ideally, you are looking at this role as you want to become a Financial Adviser.
We will train you to understand the financial advice process, how to write financial advice, analyze clients' situations, and cover your study costs.
Who we are looking for: A finance background and/or strong interest in financial literacy Smart and teachable Strong work ethic Shows initiative Outgoing person who is happy to talk to clients Organized A day in the life of a Wealth Analyst: Writing and updating financial plans.
Sitting in on client meetings.
Analysis of clients' financial positions.
Liaising with customers, insurance providers, and investment companies.
Calling clients to organize annual reviews.
Participating in group activities and business promotional activities where possible.
Your application will include the following questions: Which of the following statements best describes your right to work in New Zealand?
How many years' experience do you have in the financial services industry?
How much notice are you required to give your current employer?
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