Job ID: 7325
About Us:
Join a dynamic and rapidly growing financial services company, Initial Money dedicated to helping individuals and businesses in New Zealand secure their financial future. We are committed to providing expert financial guidance and ensuring that our clients make informed decisions about their financial well-being.
Job Description:
We are seeking a motivated and enthusiastic Financial Adviser to join our team. As a Financial Adviser, you will be a key player in helping clients make informed financial choices, plan for their future, and achieve their financial goals.
Key Responsibilities:
Conduct in-depth financial consultations with clients to understand their financial objectives and requirements.
Offer expert advice on a range of financial products and services, including Mortgages, Vehicle loans, Personal loans, Business loans, and Vehicle Insurance.
Utilize your in-depth knowledge of the Level 5 Core+ Lending Strand course to provide valuable insights into mortgage and lending matters.
Develop customized financial plans tailored to each client’s unique needs and aspirations.
Stay informed about the latest industry regulations and trends.
Collaborate with our dynamic team to provide exceptional service and meet company targets.
Qualifications:
Successful completion of the Level 5 Core+ Lending Strand course (mandatory).
Excellent communication skills with the ability to convey complex financial concepts in an easily understandable manner.
Passion for financial planning and helping clients achieve their financial goals.
A proactive and client-centric approach.
A commitment to continuous learning and professional development.
Experience:
No prior experience as a Financial Adviser is required. We welcome candidates who have completed the Level 5 Core+ Lending Strand course and possess a genuine interest in financial planning.
What We Offer:
Competitive commission structure that outpaces industry standards.
Comprehensive training, mentorship, and the opportunity for professional growth.
The chance to build a rewarding career in the financial services sector.
A supportive and collaborative work environment.
Competitive compensation and benefits package.
How to Apply:
If you are passionate about financial planning, have successfully completed the Level 5 Core+ Lending Strand course, and want to take advantage of an industry-leading commission structure, we encourage you to apply. Please send your resume and a cover letter explaining your interest in the position below.
Join our team to make a real impact on the financial well-being of our clients and embark on a fulfilling and rewarding career!
Initial Money is an equal-opportunity employer. We welcome applicants from all backgrounds.
If you have any questions, please mail us at info@initialmoney.co.nz
