Investment Adviser - Rotorua

Applications Closed

Bay of Plenty - Rotorua

Craigs Investment Partners (CIP) is a multi-award winning investment advisory firm, which is one of the largest in New Zealand. With 19 offices located throughout the country and over 150 Investment Advisers, CIP offers solutions and advice to both private investors, corporate and institutional clients.

Due to the ongoing growth of our very successful Rotorua advisory branch, an opportunity has arisen for a qualified AFA professional to join our established team as an Investment Adviser. The intention is for an individual to bring their financial services experience and network to work alongside an existing adviser with a large client base. 

Our Investment Advisers provide comprehensive and objective investment advice and services to private clients. 

Key requirements of the role:

· You must enjoy working with people and helping them make informed decisions relevant to their financial future 

· Have established credentials as an Investment Adviser

· An ability to explain financial concepts in an easily understandable way 

· Energetic, motivated and proactive

· Strong business development skills 

· Excellent communication and networking skills 

· Have a high level of professionalism

We are looking for a genuine team player with a passion for financial markets, who has the drive and enthusiasm to build relationships and further develop our business in Rotorua. Interest is sought from individuals who are AFA qualified, with preference given to applicants with NZX Adviser status. Training and development will be provided where necessary, including support to maintain AFA status. If you aren’t an existing Financial Services Adviser, your background could be in accounting, legal or other professions where business development and financial acumen can be demonstrated.

If you think you have what it takes to stamp your mark as a successful and driven Investment Adviser at CIP, make your application today. Please note, for your application to be received you must register online and complete the company questionnaire.

Job Description: ROT_Investment-Adviser-JD_2019.pdf