We have a range of professional associations who refer clients to us and we are struggling to manage all of these referral sources, plus handle all of the referrals that they make to us. Hence we are keen for an experienced financial planner and investment adviser to join us.

All applicants should be qualified or at least working towards their qualifications, as we are looking for someone who is capable of building and managing their own client base.

Our office has implemented a comprehensive Best Practices compliance programme, hence quality processes, systems, templates etc are available for all advisers. We are well placed to meet any future tightening of industry regulations. We have considerable resources available to our advisers.

To find out more about us visit our website www.portfoliopro.co.nz

To attract the right person we can arrange the position to suit, e.g. either as a business owner, remuneration split, or base salary and bonuses.