News

Financial Adviser – Wealth & Investments

Location: Hawke's Bay

Tired of working in the big centres and looking for a change?

Cole Murray is a leading financial services business situated in Hawkes Bay. At Cole Murray we build partnerships with our clients and give real advice that works and is simple to understand. We highly value the trust clients place with us and understand the importance money plays in their lives.

We are seeking a Financial Adviser to join our Wealth & Investments team to service and grow our client base.

The main purpose of the role is:

  • to maintain & grow relationships with a group of clients ensuring that their needs are met by providing the right solutions, adding value and delivering a high-quality experience
  • to monitor investment performance and review investment plans based upon clients’ needs
  • to source new business opportunities

 

The successful person must:

  • be experienced within the financial services industry
  • have or be in the process of completing New Zealand Certificate in Financial Services Level 5
  • understand the advice process and the importance of compliance
  • possess strong communication skills and a sound industry knowledge so as to provide clients with confidence
  • be an effective communicator (both written and verbal) with people of all ages and walks of life

An attractive package, including ongoing professional development opportunities, is available for the right applicant. This role is based at our Hastings office in sunny Hawke's Bay.

We would also consider an experienced financial markets professional returning from overseas and looking to establish themselves in the NZ market, or an established adviser with an existing data base.

Only people eligible to live and work in New Zealand need apply.

Expressions of interest (letter & CV / Resume) by email to tony.southey@colemurray.co.nz

Most Read

Get TMM delivered to your inbox each week

Sign Up