Junior Broker – Relocate to New Zealand

Join our team as a Business Development Associate in our Auckland office. We offer an amazing training structure, exciting career opportunities, and a great location! If you’re willing to relocate and want to build a career in wealth management, we want to train you up!

deVere New Zealand, a world-leading financial advisory organisation with over 100,000 clients in more than 100 different countries – and more than $10 billion under advice and administration.

We are offering a truly exciting set of career prospects for highly driven individuals with a passion to succeed.

Our truly bespoke training programme provides ambitious individuals, who are new to the financial service arena, with the expertise to develop into a fully qualified financial adviser with internationally recognised qualifications.

During the training and development phase, you will experience all aspects of Wealth Advisory. Successful candidates will be representing and booking appointments on behalf of their Wealth Adviser, with clients based throughout NZ. And I think we can all agree that in a time like this, everyone is looking to save and invest money where they can. 

THE POSITION

We need an energetic, exceptionally well-organised person to work directly with our top Area Managers and Senior Advisers in Auckland. In exchange for your skills, drive, and commitment, you’ll be mentored and stretched, plus if you’re consistently successful in your role, you’ll have the option to be supported and trained to move into consulting yourself, expanding your career in financial services.

This is a fantastic role for someone with energy and street smarts, it’s as diverse and challenging as it is rewarding. You’ll be working closely with your consultant every day, growing the number of clients your team looks after, winning new ones and sharing in their success.

CORE RESPONSIBILITIES

• You’ll support your consultant in bringing in new business by finding and contacting potential clients. Using our ideas and your own, you’ll use online resources to identify where the clients are and bring the skills to do this.
• You’ll set up digital marketing campaigns, work existing social media and set up new channels, and consistently identify ways to bring new business to our firm with low cost and fast results.
• You’ll support your consultant as they deliver advice to clients, preparing documentation, and managing follow up of the process.
• The company has administration, compliance, and support services in place. You’ll optimise them, and bring a fresh approach to client acquisition, process management and client ongoing support in the digital world.
• Your efforts will lead us to become a top performing team in the global organisation and you’ll be rewarded accordingly.
• Once you’ve brought new potential clients into our community, you’ll take care of the essentials, booking meetings, following up and managing an extensive on boarding process.

OUR PERFECT MATCH

• You’re equally happy using the phone, being on video conference or meeting in person.
• You’re agile, quick, motivated by opportunity and hungry for success.
• You have lots of great ideas and a track record of bringing them to life.
• You love winning new clients and looking after them well.
• You’re loyal, energetic, and quick thinking and can demonstrate integrity.
• You have at least 1 years of solid work experience.