At enable.me, we’re not just about delivering financial solutions, we’re passionate about empowering lives, fostering innovation and creating meaningful change. Through Financial Coaching and Advice, we share one clear mission – to help Kiwis take control of their finances and realise a better financial
future.
How we conduct our business is just as important as what we do. Our culture thrives on supporting
each other to achieve the best outcomes for our clients. We care for each other and we are Living Wage certified and proud members of Te Uru Tāngata Centre for Workplace Inclusion.
The Role:
We’re looking for an experienced and motivated Wealth Management Adviser/Team Lead to join our team. This is an exciting opportunity to lead from the front while continuing to build trusted client relationships. This role can be based in our Takapuna or Parnell office.
Primarily, you will be responsible for providing excellent advice to a portfolio of existing clients,
ensuring their wealth needs are met. You will be a pro-active individual who has proven strength and success driving new business, and you will also understand the importance of relationship management, finding the right solutions and the ability to add value.
You will also lead a hub of Wealth Financial Advisers within a national team. You will provide regular coaching and development to a high performing team to build team capability and drive strong outcomes for our clients.
What We’re Looking For
- Strong experience as a Financial Adviser within the New Zealand industry
- Level 5 qualification in Financial Services (Investment strand)
- Proven success in a customer focused sales and advisory environment
- Demonstrated leadership experience, including coaching and mentoring
- A strong track record of achieving and exceeding KPIs and sales targets
- Deep understanding of financial markets and investment solutions
- A genuine passion for delivering outstanding client outcomes and experiences
You will need exceptional communication, relationship and negotiation skills. We need someone
who passionate about what they do and has the desire to not only grow and develop in their own career but the team and our business as a whole.
What we offer
- A suite of insurances including income protection and health insurance with Southern Cross
- Paid time out to do community work and we support a raft of different community causes
- An annual contribution to your wellness
- Over and above KiwiSaver contribution
- Flexible work is way of life for us, we operate in a hybrid working environment
