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Investment Adviser

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Investment Adviser

About the role

Investment Advisers provide objective investment advice and services to private clients. We are currently seeking an Investment Adviser to join our Broking Desk based in our Auckland branch on a permanent full-time basis.

Focused on the efficient delivery of dedicated broking services, your role as an Investment Adviser will be to provide assistance and advice to clients and execute client instructions. You will also be expected, where appropriate, to develop target broking clients and to refer clients requiring other Craigs Investment Partners (CIP) services to other advisers.

To be successful in this role you must enjoy working with people and helping them make informed decisions about investing, whilst developing networks and growing opportunities for these areas of the business.

In return, you will have access to arguably the best research available, leading-edge services, systems and investment products (including managed services, superannuation, KiwiSaver and PIE funds), a comprehensive internal training and development program, the assurance of being part of an NZX Participant firm, and with your success, the opportunity of equity in the firm.

Skills and Experience

Suitable candidates must have the following:

  • Version 1 or 2 of the New Zealand Certificate in Financial Services (Level 5), or the National Certificate in Financial Services (Financial Advice) (Level 5), and/or
  • Financial Adviser designation
  • NZX Adviser designation (desired)

Suitable candidates would also ideally have:

  • At least 5 years’ experience in financial services environment
  • Sound understanding of financial markets and knowledge of industry regulation
  • High aptitude for computer systems with an ability to understand complex IT systems
  • Excellent communication skills
  • A high level of professional and ethical behaviour and with acts with integrity
  • Demonstrated ability to build trust and credibility with clients
  • A collaborative approach and be a team player

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