Financial Planning Adviser
We have a fantastic opportunity available for a Financial Adviser to join our established team
Summary about this job
Financial Planning
Company: Crowe Horwath NZ Limited
Location: Southland
Work type: Full Time
Salary: n\a
Phone: +64-4-365-7166
Fax: +64-7-186-8219
E-mail: n\a
Site: n\a
Detail information about job Financial Planning Adviser. Terms and conditions vacancy
The Company
Innovators. Collaborators. Game Changers. Risk Takers.
We’re searching for passionate people who are driven to accelerate their careers through a professional network that’s revolutionising the financial services industry.
Crowe Horwath has over 80 offices across Australia and New Zealand, and more than 2,500 staff. With international ties to one of the largest global account firms in the world, discover how you can progress your career and grow with one of Australasia’s leading financial service firms.
So what are you waiting for? Let’s talk about where Crowe Horwath can take you.
The Role
We have a fantastic opportunity available for a Financial Adviser to join our established team across the country.
This role will provide strategic financial planning and investment advice to an established portfolio of clients as well as introducing possible alternative strategies where it suits the client’s needs. Furthermore, you will generate revenue by winning new clients whilst maintaining strong relationships with existing clients through high levels of service delivery.
Your key deliverables will include:
- Collaborating and communicating with clients to understand their financial objectives
- Providing strategic financial planning and investment advice including asset allocation, investment structures, estate planning, superannuation and retirement planning.
- Servicing, retaining and delivering solutions to meet client needs developing relationships and prospecting new opportunities through your strong business development expertise
- Achieving annual revenue targets
- Maintaining professional relationships with key internal and external stakeholders
Qualifications & Experience
- Between 2 to 5 years Financial planning experience
- Bachelor of Finance or Commerce (or related degree with Finance major)
Skills & Knowledge
- Strong relationship management skills
- Excellent oral and written communication skills
- Strong analytical skills
- Diplomatic, personable, and professional
- Collaborative team player
This role provides an outstanding opportunity to work as part of a highly regarded team in a collaborative environment. If you are seeking a new challenge where your performance and contribution is valued and you are motivated by the opportunity of being part of a growing business, we want to meet you!