Advice and Assurance Manager

  • Application closes 15/06/2020
  • Start date TBC
  • Full time role, 40hrs per week
  • Experience in the Financial Services industry, either as an adviser or supporting advisers
  • Investment experience is preferred
  • Reports to:
    Head of Adviser Relations
  • Wellington CBD based

We're looking for...

A vibrant, energetic individual who is passionate about the value of financial advice and making things happen. The ideal candidate possesses attention to detail and the ability to deal with a wide range of people. We partner with many financial advisers around NZ, as well as champion the value of financial advice.

For this role you'll..

  • Establish and operate Booster’s FAP licence, ensuring its ongoing compliance with legislation and keeping it relevant to the needs of advisers, clients and the business
  • Review, refine and implement current and new policies and procedures related to our advice-giving process
  • Monitor, report and address compliance with advice processes:
    • For advisers under Booster licence
      • Ensure all advisers follow a process and clients are receiving the best possible outcomes
      • Identify training gaps and help deliver training and coaching
    • For external advisers
      • Help adviser businesses with their requirements under the new licence
  • Be responsible for our training and accreditation programs for Booster advisers under our licence, external advisers and staff
  • Be responsible for new and current adviser tools, adviser offering and new adviser modules 
  • Work with Relationship Managers to develop tools to help train new and current advisers
  • Identify training gaps and create solutions for training and tools for advisers

You'll have..

  • Experience in the Financial Services industry either through financial advice or support of advisers. Investment experience would be preferable.
  • Demonstrable capability to implement, run and grow a quality control function
  • An understanding of the new legislation
  • An understanding of the needs of a financial adviser
  • A passion for the value of financial advice
  • An ability to create and present training modules
  • The drive to continually enhance and create adviser tools
  • Initiative, be organised with great attention to detail
  • The ability to lead by example and be a great team player
  • A strong work ethic with integrity
  • Excellent communication and interpersonal skills
  • Outstanding customer service 

To apply for this role, please email your cover letter and CV to [email protected]

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