Seeking a highly motivated and well-disciplined AFA/QFE Adviser


Dream job for current or aspiring AFA

Are you an AFA or an RFA/QFE Adviser with the Level 5 qualification and prepared to become an AFA? If you are disillusioned with your current position and want to provide genuine holistic financial advice to clients with no cold calling, no commissions and no hard sell? Then read on.

Britannia Financial Planning Limited are the specialist financial planning arm of Britannia Financial Services Limited (BFSL). BFSL is arguably the leading provider in New Zealand of UK pension transfers with over $500m of ROPS and a substantial existing client base. 

Britannia Financial Planning Ltd are in expansion mode and are seeking an additional AFA/QFE Adviser to help service its rapidly growing client base.

We are seeking an existing AFA or a QFE adviser/RFA who could quickly become an AFA. The successful candidate will need to:
  • Have strong investment skills and have completed either SSD of the NCFS(5) or the Investment Strand of the NZCFS5 as part of obtaining their level 5 qualification;
  • Have a genuine desire to put client interests first and want to provide holistic advice and services to our clients. This includes advising them on their existing ROPS investment, personal insurances, mortgages, KiwiSaver and asset protection and estate planning.
  • Demonstrate a high attention to detail, have very strong communication skills and be highly proficient with the use of technology.
  • Must be highly motivated, a true team player and be willing to go the extra mile.
The position is located in our head office in Albany, Auckland. A competitive remuneration package is offered.

Applications and/or Expressions of Interest should be emailed to Wayne Becker