investment advisor - afa qualified in New Plymouth

New Plymouth, Taranaki
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job description

I am currently assisting a nationwide, NZ owned business locate an Associate Investment Advisor for their New Plymouth office. This role will be working alongside two very experienced and knowledgeable Investment Advisors, in a wider team.

The ideal Candidate:

You will have experience in a customer facing position which has given you the ability to naturally relate to people and build rapport. You will also have an interest in finance in it’s entirety, and have an already sound knowledge base in possibly investment, risk, and/ or banking. Ideally you will have a relevant qualification in Finance.

Must have requirements:

  • AFA Qualification
  • Relevant experience within the investment or banking arena
  • Ability to build trust and rapport of existing clients
  • Based in New Plymouth with a business and personal network to leverage of.
  • Ability to work in a small team
  • Drive and positivity to succeed
  • NZ work rights (permanent)

If you are interested in this position and believe you have the ability to succeed in such a role please apply. Also feel free to call Mike Healy on 04 494 1347 for a confidential conversation.


Investment Knowledge and Experience, AFA qualified
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