Invests and manages sums of money and assets on behalf of others over an agreed period of time, in order to generate income and profit.

• Interviews prospective clients to determine financial status and objectives, discusses financial options and develops financial plans and investment strategies; monitors investment performance, and reviews and revises investment plans based on modified needs and changes in markets; recommends and arranges insurance cover for clients; arranges to buy and sell stocks and bonds for clients; advises on investment strategies, sources of funds and the distribution of earnings; sets financial objectives, and develops and implements strategies for achieving the financial objectives; manages funds raised from personal superannuation savings policies and unit trusts; may refer clients to other organisations to obtain services outlined in financial plans.

• Works indoors in offices and meeting room environments within banks, financial planning consultancies, financial advisory businesses or other related organisations, or in the homes or business premises of their clients.
• Adequately heated, lit, ventilated and clean, well maintained workspaces.
• Occasionally travels to visit clients in their own homes or business premises.

• Sedentary physical demand, frequent sitting in offices at computers when producing reports or undertaking on line market research and studying hard copy information or in meetings with clients.
• Occasionally stands, walks and moves around the workspaces to consult with other staff and to attend meetings.
• Lifting, carrying or pulling is not a significant component of the job.
• Bending, squatting or crouching is not a significant component of the job.
• Occasional to frequent repetitive hand and finger movements are required when using a computer and customised software.
• Mental skills necessary include verbal and written communication, negotiation, management, research, financial, financial product knowledge, numeric, statistical, analytical, computing, presentation, planning, report writing, organisational, problem solving and decision-making capabilities.

• A relevant NZQF Diploma (ANZSCO Skill Level 2). At least three years of relevant experience may substitute for the formal qualifications listed above. In some instances relevant experience and/or on-the-job training may be required in addition to the formal qualification. Registration or licensing is required.

• There are opportunities for flexibility of movement.