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Financial Adviser

Apply now Job no: 503853
Brand: Moneywise Global
Work type: Full time
Location: Auckland, Central
Categories: Business Support, Finance & Strategy

About Moneywise Global

Established in 1994 to provide Flight Centre Ltd staff with financial literacy focused Financial Planning advice as a staff benefit, Moneywise Global has since evolved into a full featured financial services provider, delivering first class Financial Advice to a large client base of FCTG staff. Moneywise Global has offices in Auckland and also operates in 4 other countries, with offices throughout Australia, London, New York and Vancouver with over 50 staff worldwide.

About the Opportunity

Are you a talented and enthusiastic financial advice professional looking for an exciting new challenge? Moneywise Global has a fantastic opportunity for a Financial Adviser to join our dynamic team in Auckland.

Some of your key responsibilities will include:

  • Provide financial planning advice covering all levels of advice, following our proven systems and processes designed to deliver outstanding service.
  • Proactively market our services to our current client base.
  • Deliver holistic financial advice and prepare recommendations tailored to our clients’ current situation, future goals, and objectives.
  • Effectively communicate with our Paraplanning team to support the preparation of your advice, to maximise your efficiency and ensure compliant advice is delivered.
  • Participate and drive financial literacy activities such as seminars, presentations and workshops.

What we're looking for

To be considered you will have need to be an AFA and have at least 2 years experience as an adviser.  In addition to this experience, you will need to have excellent written and verbal communication plus strong interpersonal skills with heavy focus on client relationship building with a high attention to detail. This combined with your ability to meet deadlines, establish priorities, multi-task, and manage high volume activities will set you up for success in this role.

This role involves building and maintaining strong relationships, therefore Moneywise Global is seeking personable and approachable candidates who have outstanding communication skills. You'll enjoy meeting individuals from all walks of life, and maintaining a commitment to providing exceptional customer service.

If you are a motivated, results-driven, and energetic individual with the desire to be successful and achieve in a highly varied position, you will excel in this role!


About the Benefits!

For your hard work and dedication, you will enjoy a remuneration package comprising of a base salary and a monthly incentive structure. We supply you with all business tools, including mobile phone, laptop, and business cost re-imbursement. You will enjoy ongoing training and development, as well as plenty of travel opportunities.

Moneywise Global has a large database of over 1,400 connected clients, so you will enjoy access to a large, ready-made client base. You will be provided with full training, and ongoing paraplanning support to manage your compliance and advice process.

With offices worldwide, in Australia, Canada, USA and UK, Moneywise can offer exciting reassignment opportunities for some of our proven performers. You will also have exclusive access to Flight Centre's award winning staff benefits including discounted staff only travel deals, reward based Corporate Events and the excellent Healthwise - health and wellbeing service!

If you're looking for a dynamic role with more independence - Apply Today!








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New Zealand