Spicers is a leading wealth management advisory firm that offers financial advice and investment management to New Zealanders. With a team of highly qualified advisers the company provides tailored solutions to a wide range of clients.

Working within the Adviser Support Unit, you will find the environment stimulating and varied. Reporting to the Head of Financial Advice you will be responsible for:

• delivering technical financial planning support and advice to a team of advisers;
• ensuring compliance and legislative regimes are adhered to;
• undertaking industry research on a broad range of topics;
• writing industry communications to clients, advisers and the public through various internal and external financial planning publications;
• the overview of financial plans prepared by advisers for the purpose of quality control and ‘best practise processes’; and
• participating in a wide range of projects relating to systems, IT and training modules.

Ideally you will have practised as a Financial Planner and can therefore offer credible technical advice, as well as empathy to an adviser force. You will have a relevant tertiary qualification or be a certified Financial Planner.

This is a unique role that will really broaden the skill-set of an existing Financial Planner in terms of operational management, systems and compliance. If you are tired of sales targets or just want a change in direction this could be the opportunity for you. This role over-time will reward performance with progression.

Please email your resume, in complete confidence to future@cda.co.nz quoting reference 603s or call Matthew Wood on 09 309 1111.