Paraplanner

Apex Advice Group Ltd is a financial advisory firm with a national footprint.  We provide financial advice to consumers and small businesses with focus on mortgages, funds management, KiwiSaver and insurance. Head office is in Mt Eden, Auckland with regional offices in Hamilton, Hawkes Bay, Whakatane, Tauranga, Christchurch and Queenstown.  This is a growing business with 110 staff nationwide, comprising financial advisers and operational teams.

At Apex Advice, we believe in providing comprehensive financial solutions tailored to our clients' unique needs and goals. With a commitment to excellence and a client-centric approach, we've established ourselves as leaders in the industry, offering top-tier financial advice and services.

We are now looking for a full time Paraplanner for Insurance and Investments based in our Mt Eden, Auckland office.

Tasks & responsibilities

• Generate Statements of Advice in a timely manner
• Review Fact Finds, Needs Analysis, as provided by Advisers and prepare Statement of Advice for presentation to Advisers.
• Prepare discussion documents and review documents including product and market comparisons.
• Complete research needed to support recommendations being made.
• Gather further information and clarity on the recommendations being made from advisers/providers, if needed.
• Submit signed letters of authority to providers, and obtain information for input into the CRM.
• Create file notes in CRM.
• Ensure all documentation is filed in the system.
• Create interdepartmental cases if required.
• Attend fortnightly insurance and investment meetings with Advisers.
• Assist in the preparation and updating of compliance documents for Advisers.

Key requirements

• A reliable individual who has the ability to manage and prioritise their workload.
• Ability to produce business level correspondence, proof-read for grammar, spelling and punctuation with a high degree of accuracy.
• Relevant Financial related qualifications an advantage.
• Insurance / Investment product and provider knowledge an advantage.
• Background in the insurance or investment industry preferred.

Salary offer is based on current skill set and experience level.

Benefits

• Company KiwiSaver contribution in addition to salary
• Lifestyle Leave options
• Long Service Leave available
• Work from home one day per week once training completed
• Group Insurance provided
• Employee Assistance programme
• Professional association fees covered

Join the team and work in a great environment with an attractive remuneration package along with the training and support required to succeed in the finance industry.  Please apply with a cover letter explaining why you are interested in the role.

A clean credit check and police check will be required.

All applicants need to hold NZ citizenship, NZ permanent residency or NZ residency, or hold a valid spouse NZ work visa with a validity of 12 months or longer, that does not require sponsorship.