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Jobs Listing Branding
Company Franklin Smith
Location South Taranaki, Taranaki
Pay & Benefits NZ$70000 - NZ$90000 per annum + Commission stru...
Listed Fri 12 Oct, 2:24 pm
Type Full time, Permanent
Reference BBBH4592
Working with a positive thriving team, you will provide a high level of Financial Advice to an already established portfolio. The successful candidate will be to to provide sound advice and provide recommendations on , financial goals, Kiwisaver, debt management and consolidation, Insurance,budgeting, pay structure, retirement, first home planning and investment. The role will include, but will not be limited to:

  • Regularly contact and engage with clients within Portfolio
  • Develop most appropriate strategies and advice according to clients situation
  • Provide clear direction on all clients circumstances and advice to Paraplanning team
  • Maintain appropriate compliance
  • Preparation and presentation of financial plans within a certain time frame
  • Proactively market services to client base


To be successful you must be AFA Qualified and have a minimum of 2+ years' experience as a Financial Advisor. You will have:

  • AFA Qualification
  • A minimum of 2 years' experience as a Financial Advisor
  • Confidence and have strong interpersonal skills
  • Strong communication, verbal and written
  • Act with the upmost confidentiality and empathy
  • Be passionate about helping others on their financial journey
  • Ability to work with autonomy and independently


If this sounds like an opportunity you are interested in then please apply today.
Working with a positive thriving team, you will provide a high level of Financial Advice to an already established portfolio. The successful candidate will be to to provide sound advice and provide recommendations on , financial goals, Kiwisaver, debt management and consolidation, Insurance,budgeting, pay structure, retirement, first home planning and investment. The role will include, but will not be limited to:

  • Regularly contact and engage with clients within Portfolio
  • Develop most appropriate strategies and advice according to clients situation
  • Provide clear direction on all clients circumstances and advice to Paraplanning team
  • Maintain appropriate compliance
  • Preparation and presentation of financial plans within a certain time frame
  • Proactively market services to client base


To be successful you must be AFA Qualified and have a minimum of 2+ years' experience as a Financial Advisor. You will have:

  • AFA Qualification
  • A minimum of 2 years' experience as a Financial Advisor
  • Confidence and have strong interpersonal skills
  • Strong communication, verbal and written
  • Act with the upmost confidentiality and empathy
  • Be passionate about helping others on their financial journey
  • Ability to work with autonomy and independently


If this sounds like an opportunity you are interested in then please apply today.

Applicants for this position should have NZ residency or a valid NZ work visa.
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