CAREERS

About the role

Craigs Investment Partners (CIP) takes the quality of advice our Investment Advisers deliver to clients seriously. To help them achieve these high standards, we have a dedicated Quality of Advice (QoA) team who work with our Advisers to help them meet their regulatory obligations (in respect to advice) through training and monitoring.

Based in either our Auckland or Tauranga offices, the QoA team are looking for an Associate to join the team on a permanent, full-time basis whose primary focus will be to:

• Engage with our Investment Advisers and help them learn and manage the advice process, providing guidance on often complex or unclear advice situations
• Monitor client documentation and undertake regular reviews to ensure the highest quality of advice is being provided to CIP’s clients
• Assist the business in the development and improvement of advisory processes and tools
• Contribute to the management and monitoring of management information systems related to the delivery of advice
• Collaborate with other CIP teams to ensure our clients receive the best possible advice

Skills and Experience

Suitable candidates will ideally have a relevant tertiary qualification in either Finance, Business or Economics and be able to demonstrate the following: 

• Strong knowledge of the investment advice process, NZ regulation of advice, markets, portfolio investing
• Knowledge of the financial services regulatory framework
• Thorough understanding of the portfolio management concepts 
• Knowledge of advice issues faced by Advisers (investment markets, trusts, planning, tax, etc) 
• Good knowledge and ability to pick up systems quickly 
• Excellent written and communication skills

Benefits

• Permanent role
• Full time hours
• Flexible work options 
• Central Auckland location
• Additional weeks leave each year (conditions apply)
• Subsidised Parental leave
• Annual Health Check
• Long Service Leave
• Savings benefits and preferential Insurance rates

About the Company

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 600 employees, CIP offers solutions and advice to both private investors, 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

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.