Financial Advisor

placeRotorua calendar_month 
Hello Financial Services, are a growing Financial Services business with opportunities in our Mortgage and Insurance Advisers business.
We are looking for Financial Advisers based in the Bay of Plenty and Waikato.
We provide services in home loans, construction loans, refinancing, top-up loans, personal loans, debt consolidations and insurance services.
We offer an uncapped commission structure with very flexible working arrangements. By nature, you will be a hunter capable of generating your own leads. We also offer a client book with existing clients to contact.

This role will suit someone who wants to pursue a career in Financial Services but wants to work their own hours or an existing adviser wanting change and have 100% ownership of their clients.

HFS will provide.
  • An experienced and supportive team
  • Comprehensive in-house support structure to manage reports and compliance.
  • Training and career development to help you to succeed.
  • Industry-leading technology
  • Loans processing support.
Role Requirements
  • Source and provide advice to new and existing clients in relation to financial services of this nature.
  • Prepare written reports & research and keep adequate records of your advice and interactions with clients in
accordance with the HFS’s advice process, policies, and procedures.

Maintain product and technical knowledge through ongoing professional development.

Who we are looking for.

You will be a bright, confident, and articulate individual who will be able to demonstrate the following skills and attributes:
  • Professionally qualified NZ Certificate in Financial Services Level 5 in any strand of Mortgages and Life/Health
  • An analytical mind with the energy and ability to build rapport and understanding with clients.
  • A dynamic and flexible approach to change and the ability to build excellent working relationships with clients, suppliers, and colleagues.
  • A solid understanding of legislative and regulatory requirements relating to the provision of financial services

advice in the NZ market.

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