Financial Adviser - Investments & Home Loans

Apex is a financial advisory firm with a national footprint. We provide financial advice to consumers and small businesses with focus on mortgages, funds management and insurance. Head office is in Mt Eden, Auckland with regional offices in Hamilton, Hawkes Bay, Tauranga, Whakatane, Christchurch and Queenstown. This is a growing business with 110 staff nationwide, comprising financial advisers and operational teams. We are now looking for an experienced Financial Advisers in Investments or Home Loans to join our Team in Mount Eden, Auckland. What we provide Comprehensive in-house support structure to manage reports and compliance. Training and career development to help you to succeed. Great company culture and fun work environment. Industry-leading technology. Assistance with lead generation. Flexible working including work from home days on completion of training. Role Requirements Build and maintain strong client relationships. Provide sound advice ensuring you meet the clients’ needs based on changing requirements. Capable of generating your own leads. Develop and maintain education and accreditation. Development of new business Follow regulatory legislation. Person Requirements NZ Certificate in Financial Services – in the appropriate stand - Level 5 – completed. Experience as a Financial Adviser in the appropriate strand Understanding of business development including analysis of opportunities. Ability to forge strong relationships. Able to display a high level of integrity, professionalism and confidentiality Benefits Company KiwiSaver contribution in addition to salary Lifestyle Leave options Long Service Leave available Work from home one day per week once training completed Group Insurance provided Employee Assistance programme Professional association fees covered Company provided car parking Uncapped bonus This role will involve “client facing” meetings with both new and existing clients with Apex Providing the support and technology to maximise results. If you are a driven individual who is passionate about delivering practical solutions and financial security to our clients, then a career with Apex as a Financial Adviser might be what you have been searching for. Join the team and work in a great environment with an attractive remuneration package along with an uncapped bonus. Please apply with a cover letter explaining why you are interested in the role. A clean credit check and police check will be required. All applicants need to hold NZ citizenship, NZ permanent residency or NZ residency, or hold a valid spouse NZ work visa with a validity of 12 months or longer, that does not require sponsorship.