Financial Advisor Support Role

  • Permanent
  • Wellington
  • Applications have closed.

Your new company:
This organisation is a financial advisory practice committed to securing a smarter financial future for Kiwis. They grown to become a nationwide company of highly experienced financial, business and insurance advisers.

Your new role:
The role of an Adviser Support person is to provide administration support duties and partner with the Financial Advisers to ensure an excellent client experience.
You will perform several clerical duties such as formatting reports, producing letters and managing diaries. In addition to these duties, you will directly support Financial Advisors but identifying and obtaining the information to compile financial cashflow forecasts, risk profiles or lending profiles.

What we are looking for:

  • Previous experience in an administration or PA role (5 years+)
  • Very high attention to detail
  • A business mind and confident in approaching new opportunities
  • Experience in the financial services industry.
  • Able to display a high level of integrity, professionalism, and confidentiality

What we offer you:
An inclusive work environment that values people above all else. You will work with a collaborative team that works hard but also has fun along the way!

Interested? What to do next…

To be considered for this position, please click APPLY or call Jessica Galvin at Find Recruitment on 027 215 3471 for a confidential discussion.

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