Investment Adviser

Cole Murray is on a growth path. We are seeking talented, well-connected client service professionals to join our team as an Investment Adviser.

If you’re already a qualified Investment Adviser, we’d love to talk to you about what Cole Murray can offer to help both your career and your existing client base.

Cole Murray is a team of individuals who value collaboration and putting clients first. We are a mix of old and new school, and welcome people with integrity, drive and intelligence.

To be considered for any Investment Adviser role with us you’ll need to be:

  • Passionate about helping people succeed, with a caring disposition
  • Confident to approach all business with a view to help your clients succeed on their financial journey, whatever that may mean for them
  • An effective communicator (both written and verbal) with people of all ages and walks of life
  • Be as willing to manage the needs of your existing clients as you are to find new ones
  • Well versed with technology with a willingness to learn and adapt to new ways of doing things
  • Able to prioritise, organise yourself and meet deadlines (a lot of your work will be completed autonomously)
  • Willing and able to undertake study and learning to maintain up-to-date knowledge of all issues relating to the financial services profession
  • Prepared to uphold FMA best practice, maintaining a friendly, ethical professionalism at all times
  • Ensuring accurate client records are maintained to satisfy compliance audits
  • Positive and forward-thinking
  • Able to refer business to colleagues, believing in reciprocity

An attractive package, including ongoing professional development opportunities, is available for the right applicant.

Learn more about what it’s like to work with us here.

Only people eligible to live and work in New Zealand need apply.

Apply for this role

To apply, send your CV and covering letter to the Executive Manager Will Vermeulen using the form below.

You can also phone him for an introductory chat in confidence – just ring him here at the office (06 870 7050).

Career Application

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