About the role

We are looking for a motivated professional to join our team based in Tauranga as an Investment Adviser. This role will be working in an established partnership with one of our existing Investment Advisers.

In this role you will develop business plans and strategies in order to build a client base with a keen eye on providing high quality investment advice that is aligned to client’s investment goals and circumstances. You will bring a set of skills that adds value to a partnership to grow the existing book and manage the current client relationships with your fellow adviser.

We are committed to continuous learning, so our team of 200+ Investment Advisers receive training on products, sales and networking skills. The Tauranga office has a robust strategy and has established a set of target localities, communities and sectors. 

About you

To be successful in this role, you will ideally: