When life doesn't go to plan, having the funds you need can certainly make circumstances easier. Whether it's money for medical costs, mortgage repayments or just daily life, the right insurance plan will make sure you're covered.
NEW HIRING - Advisor Support/Client Servicing
YOUR NEW COMPANY
We are a fast growing NZ owned Financial Advisory company based in Palmerston North. We pride ourselves on providing a high level of quality financial advice and exceptional customer service to our valued clients. An opportunity has arisen to join the administration team to support our experienced and growing team of talented advisors.
YOUR NEW ROLE
This busy and varied role will see you supporting financial advisers to service clients and grow the business by providing new business administration and customer service to clients covering their range of products including insurance, mortgage and investments, You'll be managing new business administration, maintaining the database, submitting proposals, managing customer inquiries, setting appointments, handling reporting, compliance, spreadsheets and general office duties.
What you'll need to succeed
Ideally you'll come from a client servicing/adviser support role covering life, mortgage and/or investment products. You'll possess a high level of administration, keyboard and customer service skills. You'll be looking for more than "just a job" and will have a keen interest in helping others and the welfare of our clients. You'll be numerically inclined (good with maths), detailed and accurate, possess accurate, fast keyboard and excel skills and be an effective communicator. The ability to work independently with a mature outlook whilst being a strong team player able to build relationships internally and externally is essential.
WHAT YOU'LL GET IN RETURN
We offer a competitive salary commensurate with experience together with the opportunity to join a team orientated company that is growing giving you the chance to develop your skills to the next level.
WHAT YOU NEED TO DO NOW
If you're interested in this role and possess the experience we are seeking, apply now by forwarding an up-to-date copy of your CV, or email your CV in MSWord format to email@example.com without delay. Include a covering letter detailing why you are the best person to join our team. We look forward to hearing from you.