Apex is a financial advisory firm with a national footprint. We provide financial advice to consumers and small businesses with focus on mortgages, funds management and insurance. Head office is in Mt Eden, Auckland with regional offices in Tauranga, Hamilton, Te Awamutu and Christchurch. This is a growing business with 80 staff nationwide, comprising financial advisers and operational teams.
This is an exciting time for Apex Advice Group.
Apex is expanding and we are now looking for experienced Financial Advisers to join our teams and would consider applications for all of our office locations.
This role will involve “client facing” meetings with both new and existing clients with Apex Providing the support and technology to maximise results.
What we can provide you
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Qualified leads every week generated by our in-house relationship management team.
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Market leading remuneration package including the opportunity to earn uncapped commission.
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Training and career development to help you to succeed in advice, sales, compliance, and leadership.
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Industry-leading technology.
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Flexible working including work from home days on completion of training.
Role Requirements
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Completed NZ Certificate in Financial Services – Level 5, is required.
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Extensive experience as a Financial Adviser in either Insurance, Investment or Home Loans.
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Able to demonstrate a good track record of advice given.
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Preparation of Statements of Advice
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Build and maintain strong client relationships.
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Provide sound advice ensuring you meet the clients’ needs based on changing requirements.
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Capable of generating your own leads
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Develop and maintain Education and Accreditation
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Development of new business
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Ensuring regulatory legislation is followed.
Benefits include:
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Market leading remuneration package including the opportunity to earn uncapped commission.
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Comprehensive support structure to manage reports and compliance.
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Industry leading training and career development
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Great company culture and fun work environment
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Parking and fuel card
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Assistance to complete further role related studies
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 Adviser might be what you have been searching for.
If you feel you are the right person, please apply now with your resume and cover letter explaining why you want the role.
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 spouse NZ work visa with a validity of 12 months or longer, that does not require sponsorship.