Financial Advisor

Takapuna, Auckland

Thursday, February 13th 2025, 9:41AM

Job details:

Financial Advisor - Takapuna, Auckland

This is an opportunity to be based in our Auckland office working with some of our TOP teams in the company.

We have an amazing opportunity for candidates who want to grow their career and are looking for their next challenge.

deVere is a sustainable, rewarding, and award-winning company who strive to make a difference in our clients lives and financial wellbeing.

We are looking for Financial Advisors who want to join us on our journey of continued growth. Not only can we offer the experience to manage a vast and varied portfolio, but we also offer a plethora of training, continual career advancements and the opportunity to learn and grow with the business.

You will be responsible for building solid relationships with clients and assisting them in making better decisions by providing investment advisory services that combine other financial services to address the needs of your portfolio.

Using a consultative process, you will be wholly responsible for gaining as much information about the client’s wants and specific situation, and tailor a personalised strategy using a range of financial products and services. We like to use a holistic approach to meet the complex needs of a client, providing them with a trusting advisory service.

Key Activities:

Manage and support a portfolio of clients, building strong and trusting relationships as well as maintaining continued strong communication with a personalised advisory approach.
Build continuous AUM (assets under management) by identifying current personal financial needs as well as discovering other financial opportunities and advising on findings.
Conduct in-depth reviews to identify personal and financial needs of our clients and deliver tailored wealth management to your clients.
Deliver needs-based solutions through effective communication and influencing.
You will continuously gather information to assess potential impacts and identify possible risks and opportunities for the client.
Advise on a full range of products and services that can be offered. Providing individualised advice on personal wealth across: Pensions, KiwiSaver, Lump Sum Investments, Global Funds, including Equity, ESG, Regular Savings Plans, International Pension Planning.
Stay informed and comply with all relevant legislative, financial, procedural, and quality requirements.

Skills Required:

Must be NZCFS Level 5 qualified.
Service focused with strong numerical and analytical skills with close attention to detail.
Previous experience in managing high net worth clients is desirable but not essential.
An understanding of lump sum investments, KiwiSaver, UK and International pension products is highly advantageous.
A trustworthy, financially sound, professional team player that has an instinct to deliver top quality service.
Sound judgement skills and attention to detail can also help you to analyse the risks involved in certain investments.
A proven financial sales track record.
Have ambition, hunger for success and be driven by targets.