Temp & Permanent Staff

Commercial  Executive  Industrial

(06) 878 0026

130 Queen Street East
Hastings, Hawkes Bay, New Zealand
E -mail: This email address is being protected from spambots. You need JavaScript enabled to view it.

Trainee Financial Advisor - Hastings

This is a fantastic opportunity for a focused person to develop a long-term career in finance.

This progressive company provides training on Kiwisaver and retirement planning, insurance, UK pension transfers and comprehensive financial planning.

You will begin by providing efficient administration support to a busy financial advisor. You will keep diaries, create client plans and reports, monthly review sheets and follow- up on any client information such as medical checks and settlement dates. As training progresses you will liaise with insurance/investment companies and negotiate with underwriters as well as develop sound client management skills.

Ultimately after 2 years you will be able to deliver accredited financial advice and start developing new business.

This salaried role requires commitment - study is required out of work hours. The rewards are real and you will proudly help everyday people achieve their best financial success.

Essential Skills

  • Proven PA/EA or administration skills in the professional services sector
  • Accurate and fast keyboard skills
  • Skilled communication skills written and verbal
  • Social media marketing experience
  • Attention to detail
  • Desire to grow your career
  • Genuine commitment to fulfill study requirements

This unique role is a stepping stone to a long-term career in a leading financial services company.

If you are ready for more AND committed to furthering yourself apply now by emailing your CV and covering letter to This email address is being protected from spambots. You need JavaScript enabled to view it. ref: Trainee Financial Advisor - Hastings

NOTE: You must have the legal right to work in NZ and be able to attend an interview in person if required.