Financial Advisor
Hours of work open to negotiation
Whangaparaoa, Financial Services
Please Quote Reference Number 70849
  • Are you a people driven Financial Advisor?
  • Degree qualified with a commitment to outstanding service?
  • Find success and satisfaction with Top Wealth International

  • Top Wealth International Limited is a newly formed FSP organisation and part of the registered and full SFC broking licence; The Huanying Group of companies in Hong Kong.

    We are looking for an experienced Financial Advisor with a genuine interest in keeping Kiwis connected here and to the world. Top Wealth has been setup to provide broking services to NZ residents wishing to acquire shares in NZ or overseas stock market.

    Reporting to the Director of Office (HK & NZ) and Compliance Officer (NZ), you will partner with our International Business Team to support and drive them towards better outcomes in financial management, performance, investment and ongoing strategic, management and decisions. This role has a strong element of international accounting, as our focus continues to grow in the Ecommerce space.

    To be considered for this role, you will need to be a Certified Financial Planner, Authorized Financial Advisers (AFA) with at least 3 years of relevant working experience.

    Essential skills and attributes include:
    • Integrity, motivation, honesty to serve clients
    • Impeccable communication skills
    • Ability to build rapport with a wide range of people
    • A friendly yet professional manner and exceptional customer service skills
    • Excellent attention to detail
    • High level of self motivation
    Applicants with broking experience will be preferable but we welcome a retired/semi-retired seasoned Financial Advisor to this role.

    We are open to negotiation on the hours of work. Remuneration is paid at an hourly rate or by negotiation. A travel allowance will be considered for those not living on the North Shore.

    If you've got the right attitude, skills and experience to join our team, we would love to hear from you!
    Please Quote Reference Number 70849

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    Please Complete this Additional Questionnaire:

    (Q1) Which of the following statements best describes your right to work in New Zealand?

    I am a New Zealand citizen

    I have permanent residency status (and/or Australian citizenship)

    I have a family/partner visa and no restriction on working hours

    I have a temporary work visa (silver fern skilled migrant)

    I have a temporary work visa (graduate)

    I have a temporary work visa (holiday)

    I have the right to work restricted hours (eg. I have a student visa)

    I require sponsorship to work for a new employer (includes work-to-residence visa holders)

    (Q2) How would you rate your English language skills?

    Limited proficiency

    Professional working proficiency

    Native or Bilingual proficiency

    (Q3) Are you a a Certified Financial Planner or Authorized Financial Adviser (AFA)? (Please answer: YES or NO)

    (Q4) How many years experience do you have in a similar role?

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