Financial Coach

About Us

At enable.me we have recently joined forces with AdviceFirst to take both our businesses to the next level. Our joint purpose remains to inspire more Kiwis to realise a better financial future and our crew are key to delivering on our promise.

We strive to be admired financial strategists and leaders. If you join our crew know that you will be a trusted partner and provider of innovative solutions for growing personal financial confidence, decision making and security for our valued clients.

The Role

We’re currently looking for Strategic & Performance Coaches to join our team. Our Strategic Coaches first work with our clients to understand their needs and personal situations to develop a personalised financial plan that will allow them to realise a better financial future. Performance Coaches then turn that dream into a reality, and work with our clients through the programme aimed at smashing out some big financial goals. You will need to be a qualified financial adviser (NZCFS) and bring a well-rounded background of client facing experience.

Either way, you will have superior interpersonal skills underpinning your ability to help our clients understand sometimes complex financial scenarios and make informed decisions about their finances. This allows you to establish rapport quickly, identify client needs, present solutions in a way that overcomes objections and closes a sale. Your ability to self-manage, keep on top of your planning, business development and the ever-changing financial markets will make you a great trusted partner for our valued clients.

The Benefits

When you work at enable.me powered by AdviceFirst we go the extra mile to make you feel part of the crew from day one.

Our benefits include:

• A suite of insurances including income protection and health insurance with Southern Cross
• Paid time out to do community work and we support a raft of different community causes
• An annual contribution to your wellness
• Over and above KiwiSaver contribution
• The flexibility to set up your work week to get the best out of you and for our valued clients

If after hearing about us and what we do you feel the excitement for it, we want to hear from you! Love the sound of this role but feel like your experience doesn't align perfectly with what we say we are looking for? Don't sweat it - we encourage you to apply anyway! You may be exactly what we are looking for even if it's for another one of our roles.