Job Description
Blended role of Investment advice and Leadership. Be on the tools as well as mentor, train and eventually grow the team, growing your career too!
As the Team Manager of 8 – 10 Financial Advisers, you'll use your previous experience as a leader and financial adviser to coach, mentor and develop the existing team of financial advisers as well as recruit and bring on new advisers over the next few years. While the team are smaller in size, you will also manage your own portfolio of investment clients.
This newly created role will include;
People leadership
- Provide training and mentoring sessions to enhance adviser’s existing skill levels – some travel will be required as Advisers are based nationally.
- Lead and support Financial Advisers to achieve targets and ensure their clients receive exceptional customer service.
- Regularly review client portfolios and update on market trends and performance.
- Analyse clients' goals, risk tolerance, and finances to create tailored investment strategies.
- Perform risk assessments to shape recommendations and protect client assets.
- Collaborate with other teams to enhance client service and operational efficiency.
- Stay updated on market trends and regulatory changes
- Prepare detailed reports and strategic plans to optimise team performance.
- Implement client acquisition strategies through networking, referrals, and marketing.
- Grow your team of advisers across all the regional offices
You know you’re right for this role if you have…
- Been a financial adviser previously to share your invaluable experience and insights
- Strong people leadership skills – mentored, trained or led others
- Obtained your Level 5 financial services certification in Investments
- Clear credit and police check
- LEADERSHIP GROWTH: Opportunity to develop your leadership capability within a business that has ambitious growth plans for this team.
- POTENTIAL CAREER PROGRESSION: Given the growth trajectory of this business, this could lead to more senior or strategic roles in the future.
- COMPANY CULTURE/ VALUES: Well-known, successful and growing business open to new ideas, process improvements, investment into technology and investment in their people!
- VARIED ROLE: Mix of client facing, operations and leadership. No two days will be the same.
If interested or curious, please apply here with a CV. You’ll need to hold NZ citizenship, residency, or have already secured a valid visa. For additional queries, please feel free to reach out to Kathryn on kathryn@cultivate.co.nz (just remember to apply online first so your CV doesn't go missing!)
We understand some job seekers choose not to apply if a role isn’t a 100% match. We’d encourage you to apply anyway or send us your details. If this isn’t right, something else might be.
A bit about Kathryn (Kat)
15 years recruiting within the NZ market - she has helped hiring managers build capability in their teams whilst mutually assisting hundreds of individuals take the next step in their career.
#SCR-kathryn-clarke
We recognise that neurodiversity is critical to a healthy, successful workplace. Our role is to uncover and advocate strengths via a psychologically safe recruitment experience. So, if a typical recruitment process doesn’t bring out your best, let us know. We want you to shine, not shy away.