Join the team and work in a great environment with an attractive remuneration package along with the training and support required to succeed in the finance industry.
Apex is a financial advisory firm with a national footprint. We provide financial advice to consumers and small businesses with focus on home loans, mortgages, investment funds management including KiwiSaver and insurance. Head office is in Mt Eden, Auckland with regional offices in Hamilton, Tauranga, Te Awamutu, Hawkes Bay and Christchurch. This is a growing business with 90 staff nationwide, comprising financial advisers and operational teams.
We are expanding and we are now looking for an experienced Financial Advisor in Home Loans to join our team.
If you are a driven individual who is passionate about delivering practical solutions and financial security to our clients, then a career with Apex as a Financial Advisor might be what you have been searching for.
At Apex Advice, we believe in providing comprehensive financial solutions tailored to our clients’ unique needs and goals. With a commitment to excellence and a client-centric approach, we’ve established ourselves as leaders in the industry, offering top-tier financial advice and services.
This role will involve “client facing” meetings with Apex Providing the support and technology to maximise results. We provide a comprehensive support structure to manage reports, documentation, and compliance.
Role includes:
- Experience as a Financial Adviser in Home Loans
- Preparation of Statements of Advice
- Build and maintain strong client relationships.
- Provide sound advice ensuring you meet the clients’ needs based on changing requirements.
- Capable of generating your own leads
- Develop and maintain Education and Accreditation
- Development of new business and generating your own leads.
- Follow process to ensure compliance with all regulatory legislation.
NZ Certificate in Financial Services – Level 5 is required.
Salary offer is based on current skill set and experience level.
Benefits include:
- Company KiwiSaver contribution in addition to salary
- Fuel Card
- Lifestyle Leave options
- Long Service Leave available
- Work from home one day per week once training completed
- Employee Assistance programme
- Professional association fees covered
- Company provided car parking
A clean credit check and police check will be required. All applicants need to hold NZ citizenship, NZ permanent residency or NZ residency, or hold a valid partner or work visa with a validity of 12 months or longer, that does not require sponsorship.
Please apply here with a cover letter explaining why you are interested in the role.