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Senior Associate - Craigs Investment Partners

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About the role

Craigs Investment Partners (CIP) takes the quality of advice our Investment Advisers deliver to clients seriously. To help them achieve these high standards, we have a dedicated Quality of Advice team who work with our Advisers to help them meet their regulatory obligations (in respect to advice) through training and monitoring.


This role will also provide opportunities for innovative ideas and project involvement to deliver ongoing process improvement to streamline the advice process.


The team are looking for a Senior Associate whose primary focus will be to:


  • Be the 'go to' person within the Quality of Advice team, providing advice and knowledge around the advice process and portfolio management
  • Engage with our Investment Advisers and help them learn and manage the advice process, providing guidance on often complex or unclear advice situations
  • Monitor client documentation and undertake regular reviews to ensure the highest quality of advice is being provided to CIP's clients
  • Assist the business in the development and improvement of advisory processes and tools
  • Contribute to the management and monitoring of management information systems related to the delivery of advice
  • Collaborate with other CIP teams to ensure our clients receive the best possible advice


Skills and Experience

Due to the nature of this role, our ideal candidate would possess:


  • Strong knowledge of the investment advice process
  • 5+ years' experience in financial markets, portfolio management or advice
  • Solid knowledge of the financial services regulatory framework
  • Thorough understanding of portfolio management concepts
  • Knowledge of advice issues faced by Advisers (investment markets, trusts, planning, tax, etc)
  • A University Degree in a relevant discipline (ie finance, economics, business) and / or
  • New Zealand Certificate in Financial Service (Level 5) or equivalent
  • NZX Diploma (desirable, but not essential)
  • Strong technical and systems skills
  • Great attention to detail and sound communication skills


Benefits

  • Permanent role
  • Full time hours
  • Flexible work options
  • Central Auckland location
  • Additional weeks leave each year (conditions apply)


If you think you have what it takes to be successful in this role, we would be keen to hear from you. Please note, for your application to be received you must register online and complete the company questionnaire.


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