Investment Adviser - Auckland

Listed 15 hours Ago
Craigs Investment Partners
Banking

About the role

We are looking for two motivated professionals to join us as an Investment Adviser in our busy Auckland office.

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;
  • Be a qualified Financial Adviser (level 5 desirable);
  • 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 vaccinations
  • Craigs Community Day (annual paid volunteer day)
  • Parental leave - 26 weeks’ pay ‘top up’ for eligible Primary Carers and additional paid Partner's leave
  • Additional week of leave (conditions apply)
  • Other leave (such as sick leave, bereavement leave, and family violence leave) from your first day of work
  • Long service leave
  • Flexible work options
  • Savings benefits and preferential insurance rates

About the Company

Craigs Investment Partners (CIP) is a multi award winning investment advisory firm which is one of the largest in New Zealand.  With 21 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 together
  • We strive for excellence
  • We put people first
  • We do what’s right

If 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 online.

Applications for this role will take you to the advertisers site.