Careers at
AdviceFirst.

Meet the team

We want the best

  • We have a strong focus on hiring people who fit our culture, who are passionate about what they do, strive to push the limits and set the bar high.
  • It's important to us that we're all challenging the status quo, thinking about the big things as much as the little things, and working as part of a team inspired to do our best work.

We offer an environment that grows careers

  • We work hard to provide a workplace where people are encouraged to achieve their potential.
  • We have big plans for our future and to achieve this we need a team that is always growing professionally.
  • We provide exciting professional development opportunities and career progression - not to mention generous employee benefits.

Current Vacancies

If you have experience as a Financial Adviser or Insurance Broker and are RFA or AFA qualified, then we would love to hear from you even if we don’t have a listed vacancy. We may just have the perfect opportunity for you!


 

CLIENT EXPERIENCE SPECIALIST (Wellington)

  • Newly established role with a fantastic office culture and team environment
  • Part of a centralised team that provides support to existing clients
  • Join a fast-paced, highly motivated team within Financial Services

We are looking for the right person with hands-on experience to join a dynamic and innovative team. Opportunities for growth and development.

About the Company

At AdviceFirst, we are here for our clients, their family or their businesses, and we can help by offering expert financial advice throughout their life. Whether it’s investment, wealth management, insurance, or KiwiSaver, we have the expertise, people and resources to give people the financial advice that’s needed, when its needed.

We pride ourselves on being experts, but we won’t use complicated jargon. Instead, we take the time to understand exactly what our clients want, or more importantly what they need. Then we will put forward ideas and make recommendations personalised for them. No off-the-peg, one-size-fits-all, she’ll-be-right.

Primarily this role is accountable for being proactive in making client contact and working through what services they require. You will need to have great communication skills and the ability to build rapport and trust over the phone. You will be required to follow up with clients in a number of different situations, including those that are having difficulties with payments. You will be supported by a nationwide network of Client Advisers who will be able to work alongside you and provide advice to clients when needed.

To be considered:

  • Experience in the wider financial services industry is desirable
  • Experience in a customer focused sales environment is essential
  • Demonstrated and proven track record of meeting and exceeding targets, you will be measured on the number of client contacts and completed follow up activity
  • Passion for providing exceptional value to clients
  • Demonstrate strong communication and influencing skills
  • A friendly, professional approach, with a willingness to go the extra mile
  • Eligible to work in New Zealand

The AdviceFirst remuneration package also includes an annual performance bonus, on-going development opportunities, and employee benefits. Applications close on 21 September 2018.

recruitment@advicefirst.co.nz  | www.advicefirst.co.nz | facebook/advicefirst


 

BUSINESS OPERATIONS MANAGER – Client Experience - Advice (Wellington)

  • Exciting, newly created role
  • Drive change in the company’s strategic journey
  • Fantastic role based in Wellington

Key responsibilities for this role include:

We are looking for someone to lead the delivery of our centralised advice and proactive service model. This newly established role brings together three different service areas (Insurance, Wealth Management & KiwiSaver) to ensure the advice and service they provide is ‘value add’ and proactive. You will be reporting into the Chief Operating Officer and some of the key responsibilities of this role include but not limited to:

  • Ensure the delivery of consistently high standards of advice/service from our centralised  team operating across our three key service lines
  • Own and deliver key KPI’s through a high performing team and efficient standardized ways of working.
  • Collaborate with colleagues to passionately explore new ways of working and delivering on client expectations and doing that in a financially sustainable way that meets conduct standards
  • With the support of HR, recruit, retain and develop great people driving a culture where the crew are engaged to AdviceFirst and highly productive. 

Our ideal candidate will be someone who has:

  • Previous experience in leading teams with a centralised service purpose
  • Previous experience in driving team effectiveness and outcomes to meet key KPI’s/targets
  • A proven leader, with the ability to drive a culture of exceptional client experience and high performance
  • A people’s person, with strong communication skills and a collaborative approach

If you think this is you, please email us on recruitment@advicefirst.co.nz

recruitment@advicefirst.co.nz  | www.advicefirst.co.nz | facebook/advicefirst


 

WEALTH MANAGEMENT ADVISERS – Wellington/Christchurch)

We have a number of opportunities for experienced Financial Advisers to come and join our Wealth Management Team. You will be responsible for providing excellent advice to customers within an already established portfolio with the opportunity and support to continue to develop and build on this.

At a minimum you need to be a qualified AFA and have strong experience within the New Zealand Financial Services Industry, having been providing Advice to clients for at least 5 years.

If you want to know more please get in touch by contacting: recruitment@advicefirst.co.nz

recruitment@advicefirst.co.nz  | www.advicefirst.co.nz | facebook/advicefirst


BUSINESS IMPROVEMENT SPECIALIST

We are looking for someone to help increase the efficiency and effectiveness of our business, while managing our risks, to help us towards the next steps in our strategic journey. You will be reporting to the Chief Operating Officer and some of the key responsibilities of this role include but are not limited to: identifying improvement opportunities & supporting the implementation, supporting business change by working through positive change strategies to deliver difference business outcomes and supporting smaller scale business projects requiring the completion of tasks (as well as the tracking of progress).

If this sounds like you – contact us on recruitment@advicefirst.co.nz

recruitment@advicefirst.co.nz  | www.advicefirst.co.nz | facebook/advicefirst


PARAPLANNER (Wellington)

We are seeking a Paraplanner to join our growing team that supports our high performing team of Advisers. Your role will be to produce high quality personal financial plans that are easy to understand and meet all compliance requirements. A great role for someone wanting to develop their career in the Financial Services Industry.

For further details click here or for a full job description, please email recruitment@advicefirst.co.nz.

recruitment@advicefirst.co.nz  | www.advicefirst.co.nz | facebook/advicefirst


ASSOCIATE FIRE & GENERAL BROKER (Commercial - Wellington)

We have a fantastic opportunity for a new crew member to join our boutique Commercial Fire & General Insurance team in Wellington. Our people, are people's people so you'll need to be passionate about what you do, be able to identify the needs and opportunities of SME's and create a solution that is not off the shelf. We are looking for someone that has experience within an Insurance environment, in particular, Commercial Fire & General Insurance, to continue to provide support to our Commercial Fire and General clients.  

In return, you will work alongside a bunch of experienced Brokers and Advisers to provide you with the support and guidance you need to help develop your career. So if you have been waiting to take the next step, this is your chance!

Apply now, or if you want to know more, please get in touch by contacting recruitment@advicefirst.co.nz.

recruitment@advicefirst.co.nz  | www.advicefirst.co.nz | facebook/advicefirst

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