Portfolio Professionals is a leading Investment and Financial Planning firm located in Tauranga.

With a successful track record of performance, Portfolio Professionals requires an Investment Advisor and Financial Planner to join their progressive team.

• Tauranga lifestyle location
• Your own business with Director partnership opportunities
• A dedicated Business Development Manager for generating quality clients
• High value and loyal client base
• Leading best practice models and processes including compliance audits
• Access to leading research and support, including in-depth in-house analysis of investments o Professional development opportunities
• Value based company philosophy with an independent focus

Candidates should demonstrate experience in the financial services industry and have appropriate qualifications.

You could either have your own business and are looking to relocate to Tauranga, or have a desire to own or be a partner in a business.

We also welcome interest from small firms looking to expand. If you have an interest in this opportunity, please phone for more information or forward your expression of interest to:

Alan Read Portfolio Professionals Ltd
PO Box 13-170
Tauranga

Ph (07) 928-4000
Email: alan@portfoliopro.co.nz