An exciting opportunity for an exceptional candidate to join the Fisher Funds team!

Fisher Funds is a New Zealand owned and operated specialist investment manager with numerous products on offer including KiwiSaver and managed funds.  As a result of strong client and funds under management growth, Fisher Funds is looking to grow its advice team who act as the interface between the Fisher Funds investment management team and our clients.  With over 270,000 clients there is significant unmet demand for advice in our existing client base.  As well as responding to inbound requests for advice you will be expected to actively participate in outbound call campaigns extending our advice offer to targeted clients – this is an important part of our overall business wide strategy to grow client engagement.

As a Fisher Funds Qualifying Financial Entity Adviser you will follow a well defined advice process which ensures consistent advice is provided to all clients and importantly that this advice is compliant with regulatory and legislative requirements.  Arguably the most important part of the process is your ability to create strong, enduring relationships with our clients where you clearly represent the brand values of Fisher Funds – empathy, passion, energy and utmost integrity.  These are the traits we most highly value in our advice team.

If you are a self-starter who loves proactively helping people and see yourself as a Fisher Funds ambassador, you will find this role incredibly rewarding.  You will have experience in delivering outstanding service to clients and with your excellent verbal and written communication skills have proven ability to engage with people from all walks of life.  You will naturally excel at communicating with and developing trusted relationships with clients, new and existing, while being able to prioritise, work to tight deadlines as well as work under pressure.

You will be well supported and rewarded and have excellent opportunities for growth and development including an opportunity to study towards an Authorised Financial Adviser qualification. 

To apply, please submit CV and covering letter to vedran@fisherfunds.co.nz.