CAREERS

Investment Adviser – Superannuation and Savings

Auckland - Central Auckland

About the role

We are looking for a motivated professional to join our established team as an Investment Adviser in our Auckland branch on a fixed-term basis for over 12-months till January 2028.

In this role you will be focused on ensuring that clients who are invested in Craigs Investment Partners (CIP) KiwiSaver, Superannuation and Savings products have portfolios that are aligned to their needs and objectives. You will also develop business plans and strategies in order to grow the client base with a keen eye on providing high quality investment advice aligned to clients investment goals and circumstances.

To be successful in this role you must enjoy working with people and helping them make informed decisions on their investments, have excellent communication and relationship management skills, and a high degree of professionalism.

About you

To be successful in this role, you would:

  • Be a qualified Financial Adviser
  • Enjoy working with people and helping them make informed decisions relevant to their financial future; 
  • Have an ability to explain financial concepts in an easily understandable way;
  • Be energetic, motivated and proactive;
  • Be able to demonstrate strong relationship and business development skills; 
  • Possess excellent communication and networking skills; 
  • Have a high level of professionalism.

About the Company

Craigs Investment Partners (Craigs) is a multi-award-winning investment advisory firm which is one of the largest in New Zealand. With over 20 offices located throughout the country and over 600 employees, Craigs offers solutions and advice to both private investors, as well as corporate and institutional clients.

Why Craigs?

We pride ourselves on creating an environment where our people feel they belong and can bring their best self to work and feel valued. We grow as a team and with our clients and are always looking to support our communities – both internal and external. Our values build the foundation of how we work and how we provide great outcomes for our people and our clients.

  • We are stronger together
  • We strive for excellence
  • We put people first
  • We do what’s right

If you would like to find out more about working at Craigs, visit our Careers page – https://craigsip.com/careers

How to apply

If you are interested in the role, please submit your application online now as we will be interviewing suitable candidates as they apply. Please note, for your application to be received you must register online and complete the company questionnaire.