Senior Financial Planning Analyst Dash Financial Planning And Analysis, New Zealand

Senior Financial Planning Analyst Dash Financial Planning And Analysis Jobs in New Zealand

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Findex NZ

General Insurance Adviser/Broker

  • Posted 3w ago
  • On Site
  • Full Time
Location

Dunedin

Job Description

Ready to seize a new career opportunity? We are looking for an experienced and motivated individual to manage and expand our existing client base.

With an abundance of warm leads and existing clients, your focus will be on providing quality advice across a broad range of clients and industries, primarily providing commercial insurance advice. We are looking to expand and build on what is already a high-performing team, as a result you will be encouraged to take opportunities to develop business and expand on our existing client base.

What will your typical week look like?

  • Build and maintain an enduring relationship with clients and Key Relationship Managers across various Findex offices in the region
  • Provide timely, appropriate advice in the key areas of general insurance
  • Approach client matters with versatility and understanding
  • Adhere to the Findex process including the use of all Adviser tools
  • Meet activity and targets as set by the divisional heads
  • Attend regular Adviser Meetings and report on tasks, KPI's, budgets and any relevant client matters


More about the perks

  • Work as part of a highly regarded team in a collaborative environment
  • Flexible advice role servicing a diverse client base across the region
  • Competitive salary, flexible work options and more
  • Clearly defined career progression with strong growth opportunity


Let’s talk about you!

  • Demonstrated background in commercial insurance advice and placement
  • Level 5 Financial Services Certificate – General Insurance
  • Strong team player with a collaborative nature
  • Exceptional relationship and stakeholder management skills
  • Strong commercial acumen


Lets talk about our team

  • Highly experienced collaborative team of Advisers, mentors and Leaders
  • Large Corporate Advice business with solid infrastructure, systems, and support
  • Close knit local team who collaborate and work together
  • Administration support provided through our local Client Services team


About us: Why Findex? #writeyournextchapter

We're not just a financial services provider; we're a community united by purpose and belonging. Passionate about creating growth and sustainability opportunities that resonate throughout our communities, Findex is your gateway to integrated financial services, offering wealth management, investment, lending, and insurance services for individuals and businesses.

We attract, retain, and promote people who share a sense of purpose and belonging. And we have a passion for creating opportunities for growth and sustainability that ripple throughout our communities. 

Next Steps?

Apply now – we can’t wait to hear from you! Please note, you will be directed to our careers page to apply.

PLEASE NOTE:

Only candidates with valid work rights within Australia/New Zealand in which this position is based will be considered.

Findex is an equal opportunity employer. We value diversity and are committed to creating an inclusive environment for all employees and encourage applications from candidates with a variety of strengths, backgrounds and experiences.

Note for Recruitment Agencies: This role is being managed by Findex Talent Acquisition

Hard Skills Required

  • Insurance Advice
  • Relationship Management
  • Financial Certification

Soft Skills Required

  • Client Relationship
  • Team Collaboration
  • Commercial Acumen

Benefits and Perks

  • 📣
    Referral Bonuses
  • 📆
    Paid Volunteer Leave
  • ❤
    Care and Appreciation
  • 🎖
    Long Service Rewards
  • ⚖
    Work-Life Balance Support
  • 🎉
    Employee Discounts and Rewards
  • 📈
    Professional Development
  • 💸
    Payroll Giving
  • 🤱
    Extended Parental Leave
  • 🏥
    Subsidised Health Insurance
  • 💻
    Company Supplied Technology
  • 🧕
    Inclusive Workspace
  • 🏘
    Work from Home
  • ⏰
    Flexible Work

Job Schedule

  • Shift Work
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