Investment Adviser - Tauranga
About the role
We are looking for a motivated professional to join our team based in Tauranga as an Investment Adviser. This role will be working in an established partnership with one of our existing Investment Advisers.
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 client’s investment goals and circumstances. You will bring a set of skills that adds value to a partnership to grow the existing book and manage the current client relationships with your fellow adviser.
We are committed to continuous learning, so our team of 200+ Investment Advisers receive training on products, sales and networking skills. The Tauranga office has a robust strategy and has established a set of target localities, communities and sectors.
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);
- Strong understanding or relevant experience in listed and unlisted financial markets both locally and globally, ideally a minimum of 5 years;
- Enjoy working with people and helping them make informed decisions relevant to their financial future;
- Have worked in partnerships (possibly in other fields) and can work in a small, close-knit team
- 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, 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, bereavement leave, and family violence leave) from your first day of work
- Long Service Leave
- Savings benefits and preferential insurance rates
About the Company
Craigs Investment Partners is a multi-award-winning investment advisory firm which is one of the largest in New Zealand. With over 20 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 stamp your mark as a successful Investment Adviser at Craigs Investment Partners, make your application today. We will be interviewing suitable candidates as they apply.
Applications for this role will take you to the advertisers site.
