Come join us!

Insurance (Personal Insurances - Financial Services)

Full time (8.30am - 5pm week days from office)

$70,000 - $75,000 gross per year (experience dependant)

If you are a motivated and detail-oriented individual with a passion for delivering exceptional client service, we encourage you to apply for this exciting opportunity!

About the role:

We're looking for a motivated and detail-oriented individual to join our team as an Insurance Adviser Support (Paraplanner). The ideal candidate will possess strong analytical skills, attention to detail, and a passion for delivering exceptional client service. In this role, you will work closely with our Insurance Advisors to assist in the development of comprehensive insurance solutions for our clients.

• Collaborate with our insurance advisors to gather client information and assess their financial needs and objectives.
• Conduct research and analysis to support the development of financial plans and insurance recommendations.
• Prepare client reports, presentations, and other materials to communicate recommendations effectively.
• Assist in the implementation of insurance solutions, including processing paperwork and coordinating with insurance providers.
• Maintain accurate client records and documentation in compliance with regulatory requirements.
• Stay informed about industry trends, product updates, and regulatory changes affecting financial planning and insurance.
• Porivde any other admin support needed by the Advisors.

What we need from you:

To thrive in this role, you will need to be self-motivated with a robust work ethic. This position is ideal for individuals who are adaptable and thrive in dynamic team environments, boasting exceptional admin and organisational skills. Given the time-sensitive nature of our operations, your ability to multitask, meet deadlines, demonstrate initiative, and maintain acute attention to detail will be key to your success in this role. And of course, your ability to communicate effectively with our Advisors and their clients is paramount.

Skills and Experience

• Previous experience in financial services admin, insurance, or a related field preferred.
• Proficiency in Microsoft Office suite and financial planning software.
• Excellent verbal and written communication skills with attention to grammar and spelling.
• Proven track record of building and maintaining client relationships, with a customer-centric approach.
• Strong analytical skills with the ability to interpret data and make informed decisions.
• Values doing the right thing by our clients and our company.
• Possesses the ability to maintain discretion and confidentiality at all times.
• Detail-oriented with a commitment to accuracy and quality.
• Demonstrated ability to work independently to multitask and meet deadlines.

Location: New Zealand (Working from our Christchurch or Auckland office)

Company: Opes Partners

Position Type: Fulltime from office

Remuneration: $150,000 + $50,000 bonus

About Us: Opes Partners is a leading property investment business. We pride ourselves on providing top-tier financial advice to our clients.

We have a team of 9 financial advisers based around the country. These financial advisers create plans for clients and help them find the right investment properties.

We have grown substantially over the last 5 years. We now want to create a new role for a sales manager who will oversee the financial advisers.

Role Summary: The Head of Advice will guide and coach our team of financial advisers to meet their targets. The role demands a balance of sales acumen, mentorship. You will coach the financial advisers, setting targets and helping them met them.

Key Responsibilities:

• Leadership: Act in a way that our financial advisers respect you in this new role.
• Data Analysis: Review statistics for each financial adviser to determine what they need to work on to be successful.
• Advice Analysis: Regularly review client calls and interactions to offer feedback and guide advisers to improve their advice and client communications.
• Coaching: Conduct weekly one-on-one sessions with financial advisers to set goals, monitor progress, and provide personalised coaching.
• Training: Develop and implement sales and communication training to enhance advisers' proficiency and client interactions. We already have external training provided by an international company. You will work within their frameworks to ensure their training is implemented.
• Target Setting: Establish individual and team targets aligned with company objectives, ensuring clarity and attainability.
• Performance Monitoring: Track and analyse individual adviser performance against targets, providing feedback and strategies for improvement.
• Compliance Oversight: Ensure all financial advisers adhere to annual review schedules and maintain compliance with industry regulations.
• Process Integration: Become well-acquainted with Opes Partners' methodologies and integrate them into the team's operations for seamless client service.

Ideal Candidate Profile:

• Respectful Leader: Exhibits a leadership style that earns respect.
• Client-Focused: Prioritises the value of service over aggressive sales tactics, with a firm belief in nurturing long-term client relationships.
• Data Focused: Able to look at the areas in the financial advice process that need improvement.
• Understands Technology: Able to work with current technologies like HubSpot and Vidyard.
• Mentorship Ability: Can identify individual strengths and areas for development, offering 1-on-1 coaching to improve each adviser’s performance.
• Goal-Oriented: Sets clear, measurable objectives for the team and individuals, driving consistent progress and accountability.
• Communication Mastery: Trains advisers to communicate clearly and effectively, ensuring clients receive transparent and understandable advice.
• Process-Oriented: Understands and values structured processes, integrating them into daily operations to enhance efficiency and consistency.

Qualifications:

• Proven experience in sales management, ideally in the financial advisory space. (You do not necessarily need to be a financial adviser or have direct experience in the financial advice industry).
• Excellent interpersonal and communication skills.
• Strong coaching and performance management abilities.
• Familiarity with industry standards and compliance requirements.
• Demonstrated ability to lead and motivate a sales-oriented team.

What We Offer:

• A leadership role in a reputable and growing financial services firm.
• Opportunities for career advancement and skill development.
• A collaborative and supportive team environment.
• Competitive salary with performance-based incentives.

Opes Partners - Christchurch

Full Time: 8.30am-5pm weekdays in office

Office: Christchurch CBD or Auckland CBD

Are you a qualified Financial Advisor with a passion for investment? Do you possess ambition, a commitment to compliance, and a dedication to doing right by clients? Are you someone who values the culture and camaraderie of your workplace? If so, we want to hear from you.

Who we are:

Opes Group is a property investment vertical that consists of property education, financial advisory, real estate sales, mortgage advisory and property management. We are on a mission to give Kiwis the financial education and guidance they need to make their ambitions a reality.

Job Description

As a financial adviser, you will have the opportunity to make a significant impact on our clients' financial well-being. You’ll meet with prospective and existing investors over Zoom (occasionally face-to-face), analysing their needs and goals. You’ll then present them with tailored investment options, focusing on new-build properties.

Your key responsibilities include:

• Providing expert financial advice in plain English to clients on how to build wealth through investment in new build properties.
• Creating and managing their Wealth Plans (investment portfolios) to align with their goals. You’ll map out a property portfolio plan with what they’ll invest in (and when) using our in-house software.
• You’ll select the best investment properties for each investor’s situation from our pool of quality stock.
• Help each investor complete due diligence, guiding them along the way and providing timely information and everything they need to succeed in their journey.
• Work with clients over the long term to help them put their portfolio into practice.
• At all times, ensuring strict compliance with industry regulations and ethical standards.
• Contribute to a positive workplace culture that values teamwork, respect, and inclusivity.

What’s in it for you?

• The chance to join New Zealand’s leading property investment advisory firm.
• Substantial base salary and generous bonus structure.
• No lead-gen required. We book leads into your diary each week … who want to talk to you!
• Full training and the tools that you need to succeed within the role.
• Support from an in-house admin and compliance team to take away the headaches.
• Lively offices with plenty of activity and a workplace culture we’re proud of!

Qualifications and Skills

To be considered for this role, you should have:

✓ Your Level 5 Financial Advisor qualification in Investment.

✓ Drive and ambition to provide a world-class service to our clients.

✓ A desire to do the right thing and know the importance of compliance.

✓ Prior experience in delivering exceptional investment advice and customer service. Having sales and administration skills is also advantageous.

✓ Be a Permanent Resident or be a New Zealand Citizen.

If you’re an experienced Mortgage Advisor with the ability to provide an exceptional client service, then we want to hear from you!

Who we are:

Opes Mortgages is a high-performance team of Mortgage Advisors working with property buyers to achieve their financial goals through property investment. We’re a company that puts the team above all else and in doing so, expect the client’s experience to be at the forefront of everything we do. In fact, we’ve just settled a billion dollars’ worth of lending – not bad for a small team who have been around for 4 years!

Job Description:

From first home buyers through to investors, our expert Mortgage Advisors are committed to helping their clients meet their property and financial goals.

As part of our successful team, you’d be providing our clients with expert financial advice, guidance, and solutions, ensuring they make informed decisions when purchasing or refinancing a property.

Your extensive knowledge of the mortgage market, regulations, and products will be instrumental in guiding clients through the mortgage process, securing the best possible mortgage terms and rates for their specific circumstances.

What we need from you:

To be successful you will be self-motivated with a strong work ethic. This role will suit someone who is adaptable and comfortable working in fast-paced, dynamic team, with excellent planning and organisation skills. Your ability to talk easily to clients, complete the admin, and control a full end to end service without admin support means that you’ll never miss a beat with your deals or compliance. (Did we mention that doing the right thing by clients and compliance is super important to us?). The time sensitive nature of our processes means that your ability to multi-task, meet deadlines, use your initiative, as well as strong attention to detail will enable you to succeed in this role.

Alongside meeting a range of KPI’s regarding compliance, client feedback (NPS) and conduct, we expect our advisers to be able to write and settle $50 million in lending per year.

What’s in it for you:

• The chance to join a fast growing company and be part of a culture that’s second to none.
• Plenty of clients to look after – no lead-gen required.
• Full training and the tools that you need to succeed within the role.
• Support from a friendly team and in-house compliance.
• A lively environment in beautiful inner-city offices where we celebrate wins, birthdays and our staff.

Qualifications and Skills

To be considered for this role, you should have:

✓ Your Level 5 Financial Advisor qualification in Residential Lending. 

✓ Prior experience in delivering exceptional lending advice and customer service (preferably as a Mortgage Advisor or Banker).

✓ Demonstrated ability to multitask, work independently without admin support, and meet deadlines in a fast-paced environment (if you enjoy the chase and are determined, this role’s for you).

✓ A desire to do the right thing and know the importance of compliance.

✓ Be a permanent Resident or be an New Zealand Citizen.