Financial Adviser - New to Industry

Overview Haven is one of New Zealand’s leading financial advisory firms where we support our clients in navigating life’s biggest moments. Our nationwide network of advisers has supported over 40,000 Kiwis to secure their future by putting them at the center of everything we do. Created by Kiwi for Kiwi, what’s most important to us is people, not just the numbers. That is why we’ve created a dedicated team of trusted advisers who help everyday Kiwis with some of their most important decisions. And we are growing! Which is why we are adding to our teams across New Zealand so that our Financial Advisers can give the very best advice to their clients wherever whenever! Expect to Join a supportive culture at the Whangarei office where all advisers and support teams help each other grow and succeed. Enjoy an innovative environment where technology and support specialists allow advisers to focus on clients and advice. Be part of a proven model that assists advisers to provide clients greater value and, in turn, achieve their own lifestyle & earning objectives. About the role As a Haven Financial Adviser, you will be empowering a broad range of clients by helping them take control of the financial aspects of their lives. Every day you’ll be working with new and existing clients, helping them reach the goals they have for themselves and their families. Day to day you will be: Meeting clients via video and in person. Building relationships, giving financial advice and helping set clients up for a brighter financial future. Educating clients on wealth accumulation and assisting them in making great decisions about their KiwiSaver fund. Guiding people through a risk assessment and protection planning process. Assisting clients to implement their insurance plan. We will support you with industry-led training, tools and resources which free you up to deliver great support and advice to your clients. What sets us apart is the qualified leads that are booked for you every week. This isn’t a cold calling business. Fantastic admin and compliance support teams will give you confidence that you and your great advice meet all necessary requirements. All this leaves you with the time and the resources to meet your clients and do very well for them and for yourself. About you We want to help you break into the industry and become a Haven Financial Adviser. We are after people with a great, people-focused attitude and transferable skills. You will: Be passionate about helping people. Love pushing yourself and achieving goals. Be competitive and determined. Want to earn great money Be prepared to work hard to achieve it. Want a career rather than just a job Be excited about being part of a high energy, successful team Experience and Qualifications Current Haven Advisers have varied backgrounds and come from a wide range of industries where they were client facing, great at consultation processes / sales or just really disciplined and ambitious about the work they do. You need to be committed to completing the NZ Certificate in Financial Services (Level 5) at your earliest. Chat with us about your commitment towards study. Please note that you MUST have unconditional working rights in New Zealand to qualify for shortlisting for this role. Haven is committed to strong diversity and inclusive hiring where we embed a culture of progress and an ecosystem of mutual respect for everyone in our teams How to apply Apply for this role on the Seek website. If you have any questions about the role or the process, get in touch with our Recruitment Specialist – we look forward to hearing from you. #J-18808-Ljbffr