Associate Adviser

About Cambridge Partners

Cambridge Partners are one of New Zealand’s largest independent financial advice and wealth management firms. We pride ourselves on providing evidence-based, independent advice to our clients through all stages of their lives.

As an independent financial advice firm, we place our client’s interests above our own by investing their money in solutions that suit their needs. Our goal is to provide clarity and peace of mind.

About the role

We have a fantastic opportunity for an Associate Adviser to join our team in Christchurch.

As an Associate Adviser, you will work closely with our team of Financial Advisers, providing support in the delivery of financial advice to our clients. Typically, this involves client servicing, financial plan writing, and financial analysis.

In this role, you will be supported on your career pathway towards becoming a Financial Adviser. This will involve working through our Financial Adviser Development Program.

If you love working with people and building long-lasting relationships, we would love to hear from you.

What do you need to be successful?

• 5 years of professional experience (in any industry).

• You have experience in working closely with clients.

• You can effectively communicate in different ways and are not afraid to pick up the phone.

• Ability to work well within a team, but also autonomously.

• A tertiary degree is preferred but not essential.

• New Zealand Certificate in Financial Services Level 5 (or equivalent) is beneficial but not essential.

Working at Cambridge Partners

At Cambridge Partners, our mission is to be the most respected financial advisory firm in New Zealand. We want to be the employer of choice with our strong culture and focus on growing the skills and experience of our team. We pride ourselves on delivering excellence throughout all areas of our business. Along with this, we offer a range of benefits, including:

• Competitive remuneration.

• Hybrid working environment.

• Professional development allowance.

• Career pathway.

You will primarily work out of our brand-new office in Christchurch’s CBD.

All applicants must have the right to work in New Zealand.

Applications close at 5 pm Friday, 25 August 2023