Financial Planner

Job Title: Financial Planner
Contract Type: Permanent
Location: Auckland
Reference: 3093894
Job Published: November 09, 2020 12:31

Job Description

Are you looking for the next step in your career? 

A family orientated business is looking for you, offering clients a financial planning service that combines an unmatched experience in financial and investment planning with a broader life-goal focus. 

You will be dealing with High net worth clients offering them sound advice in complex situations. Do you see yourself potentially becoming apart of a succession plan and adding significant value and input into the business for yourself and your clients for the next 10 years? 

You will be offering a holistic approach to your clients,  extremely personalized and servicing is fundamental in building long term relationships into the future. 

Are you ready to move forward and become apart of this close knit team? 

Contact Hayley for a confidential discussion around this new opportunity. Email your CV to or give me a call on 021 191 1101.

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