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Associate

Associate

Our client is a provider of end-to-end wealth management services. Based in Wellington, this role offers a rare opportunity for somebody who is ready for the next step in their career and wishes to work within a team of highly motivated professionals.

In this highly varied service based role, the Associate provides support to a financial Adviser and the wider advisory team and plays a critical part in the delivery of exceptional advice and service to clients. You will have excellent communication and polished inter-personal skills enabling you to develop strong relationships and to work collaboratively across the organisation.

The successful candidate will:

  • Have five years of experience in the financial services or wealth management sector ideally having worked alongside a financial adviser or other professional services environment
  • Working knowledge of wealth management, including investments, lifetime planning, trusts, tax and insurance
  • Experience in a client facing role
  • Demonstrable planning and organisation skills, including the ability to prioritise tasks effectively and to perform well under pressure
  • Ability to focus on solutions and results
  • Strong learning agility
  • The ability to convey information logically and concisely in both written and oral forms
  • Competent in Microsoft Office products, such as Word, Excel and PowerPoint.
  • Collaborative working style and attention to detail essential.

This role would suit someone who comes from a financial services, accountancy or legal background.

If you would like to take the next step in your career and if this role sounds like you, please send in your cv to info@linchpin.co.nz or for more information, please call Liza on 04 473 6400.

We respectfully request currently that you do not apply unless you are a New Zealand Citizen or Permanent Resident or alternatively hold a valid work visa and are already in the Country.


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