KiwiSaver Specialist

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KiwiSaver Specialist | Join our growing team!

At Aurora Capital, we are dedicated to empowering New Zealanders to achieve their financial aspirations through expert advice. We believe that investing should be clear, confident, and tailored to individual needs. We're seeking a passionate and client-focused KiwiSaver Specialist to join our dynamic team in our Auckland, Christchurch or Wellington office and make a tangible impact on our clients' financial futures.

Role Overview

As a KiwiSaver Specialist with Aurora Capital, you'll play a pivotal role in guiding clients through their investment journey. This involves deeply understanding their unique financial situation, risk profile, and long-term goals. You'll provide strategic, personalised advice across Aurora KiwiSaver schemes and other investment funds, helping clients make informed decisions to achieve profitable and secure financial outcomes.

What We Offer You

A Supportive Ecosystem : Be part of a collaborative, advisor-first environment where your expertise is valued and supported by technology.

Meaningful Impact : Help New Zealanders navigate their financial future with clarity and confidence, building lasting relationships along the way.

Professional Development : Benefit from ongoing training and development opportunities to continuously enhance your financial advisory skills and market knowledge.

Rewarding Remuneration : Enjoy a competitive remuneration package that reflects your expertise and performance.

Modern Work Environment : Work in a flexible and supportive atmosphere, leveraging top-tier digital tools to streamline your client interactions and portfolio management.

Are You the Right Person?

We\'re looking for an individual who embodies our values and possesses :

Proven Client Engagement : Sales, advice or client-facing experience is highly valued. A natural ability to build rapport and connect with clients, both in person and over the phone, is essential.

Qualifications : Ideally, you\'ll hold or be actively working towards your New Zealand Certificate in Financial Services (Level 5) – Investment Strand.

Exceptional Communication : Excellent verbal and written communication skills, with an ability to simplify complex financial concepts into clear, understandable advice.

Self-Motivated & Collaborative : A proactive approach to building your client base and managing your workflow, coupled with a strong ability to work effectively within a team.

Organisational Excellence : Strong organisational skills to efficiently manage client interactions, juggle multiple tasks, and maintain meticulous records.

Tech-Savvy : Proficient in using modern computer systems and CRM platforms to efficiently manage client interactions, track data, and streamline workflows.

Values Alignment : A genuine commitment to our advisor-first approach, promoting the Aurora Capital brand, and embracing our business values and goals.

If you\'re ready to make a significant impact and grow your career with a forward-thinking, Kiwi-owned financial services business, we\'d love to hear from you.

Please submit your CV and a cover letter detailing your relevant experience and qualifications. We look forward to reviewing your application!

Please note : While all applications are reviewed, only shortlisted candidates will be contacted. Applicants must be New Zealand Citizens or Permanent Residents.

Application Questions

Your application will include the following questions :

• Which of the following statements best describes your right to work in New Zealand?
• What\'s your expected annual base salary?
• How much notice are you required to give your current employer?
• How many years\' experience do you have as a financial adviser?
• How many years\' experience do you have in the financial services industry?

To help fast track investigation, please include here any other relevant details that prompted you to report this job ad as fraudulent / misleading / discriminatory / salary below minimum wage.

Note

Applicant information used for recruitment purposes only.

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