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Kites Trust

Financial Advisor

  • Posted 1mo ago
  • Hybrid
  • Volunteer
Location

Wellington

Estimated Time Required

4-10 Hours /mo

Job Description

Estimated Start Date: 07 Apr 2025
Estimated End Date: 03 Nov 2025

About the Business

Kites Trust is a Wellington-based organization dedicated to ensuring equal opportunities for individuals experiencing mental health crises and/or addiction. We champion consumer leadership as the key to achieving social inclusion for this community. We value, respect, and utilize the lived experiences of those we serve, empowering them to live, work, and fully participate in society. ✨

About the Opportunity

Kites Trust seeks a compassionate and skilled Financial Advisor to provide crucial support to our organisation. This opportunity will focus on financial strategy that will ensure our organisation is sustainable and on the pathway to growth. This is a chance to make a real difference in people's lives and contribute significantly to our mission.

The Opportunity Will Involve

  • Providing financial advice and guidance to Kites Trust board.
  • Assisting with reserve investment, management, and financial planning.
  • Educating the organization on strategic financial literacy and responsible money management.
  • Collaborating with operations to create a comprehensive financial plan.
  • Maintaining accurate records and adhering to all relevant financial regulations.
  • Working in a hybrid work style, we are happy for you to work at the location that suits you, with some meet and greet events

Benefits and Perks

  • The immense satisfaction of making a tangible difference in the lives of vulnerable individuals. 🤗
  • The opportunity to work with a passionate and dedicated team committed to social justice.
  • A hybrid work style offering flexibility and work-life balance. 🏡
  • Contribute to an organization that truly values lived experience and consumer leadership.

Skills, Qualifications, and Experience

  • Proven experience as a Financial Advisor or in a related field.
  • Ability to explain complex concepts in plan terms to people who do not have experience in your feild.
  • Strong understanding of financial planning principles and practices.
  • Excellent communication, interpersonal, and empathy skills.
  • Ability to work independently and as part of a team.
  • Experience working with vulnerable populations is highly desirable.
  • A commitment to social justice and the principles of consumer leadership.
  • To apply for this opportunity, please swipe right. We look forward to hearing from you!

Further Information

To apply for this opportunity, please swipe right. We look forward to hearing from you!

Desired Hard Skills

  • Financial Advisory
  • Financial Analysis

Desired Soft Skills

  • Decision Making
  • Coordination
  • Teamwork
  • Time Management

Benefits and Perks

  • 🗓
    Four-Day Workweek
  • 🤗
    Here for Good Leave
  • 🏘
    Work from Home
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