Positions open:

Alan current has need for:

  1. Mortgage adviser/Processor

  2. Risk Insurance adviser/Processor

  3. Office IT and projects Assistant.

The first 2 roles i am either looking for a financial adviser who wants to work with me to assist my clients in these areas, while getting training and support to grow your own client base, or a staff member to assist in these areas as part of my support team (along side Mahlah, Jess and Lily).

In both cases you will get training and support from a 20 year vet of the profession, a career path and assistance to grow your skills.

Get in touch if this sounds like you - email alan@duxfinancial.co.nz


Financial advisers - why work with DUX?

Are you an adviser with a business already or are you looking to build a business (either from scratch or from a small base)?

Do you want to have some autonomy about how you build your business, with transparency over costs and client ownership?

At DUX we know what its like to feel trapped by a contract that you cannot get out of without huge cost, or risk of losing everything you have built, and we don’t want to put anyone else through that.

If you work with as an adviser you will have absolute clarity on how it works, client ownership, the process for leaving, what happens with your clients, commission splits etc. its all laid out before you start.

We have two main paths – growing adviser and existing adviser.

For Growing advisers you get:

1.       Clear commission splits

2.       Path to client ownership

3.       Training and assistance

4.       Autonomy to run your business how you want

For existing advisers with a business already you get:

1.       Full client ownership

2.       Clear cost sharing

3.       Full commission payments

4.       Training and assistance

5.       Authorised Body

6.       Autonomy to run your business how you want

And if you are a growing adviser you have a clear path to graduate to a business owning adviser as well.

You also get to work how you want, if there is an area of financial services you don’t want to do, you don’t have to but you will have the ability to refer internally and have transparency on how you get paid.

 

The DUX team does not want to work with just anyone but for the right adviser with a desire to help people to make the most of the financial future, we have a space for them.

So get in touch and have a chat.

Office IT and Projects Assistant:

Me – Financial Planner and business owner with a lot on the go and more projects than hours in the day. Needs someone who can help and wants to learn but that person needs to not be stuck in one way of doing things. Have lots of software like Monday.com, squarespace, office suite etc that needs work and a team that also needs supporting. There will be more software as time goes on.  There will be lots of variety in the work you do.

You – an intelligent and highly adaptable person who may not really know what they want to do in life right now but wants to learn a lot while working it out. You like the idea of a job where your goal is to make the teams life easier.

You will know how to use computers but don’t have to be a programmer, self-taught is cool. You are not scared of learning different programs and can pick things up easily, and not afraid to do the research.

You are ok with multiple projects on the go and changing priorities as things change. You are ok with feedback and discarding work and starting again if needed.

Your projects will range from some simple software work, finding out how to use the software to make our lives easier or doing up a spreadsheet or fact sheet in word, liaising with graphic designers and other professional as needed.

You are ok with pitching in to help the team on the phones, look after clients, and learning the products and services we provide our clients.

You might be good with computers but you can also talk to humans, write well and be part of a team.

You are ok with working for us for a couple of years and then when the work is done moving on or changing roles in the company, however you prefer.

We will teach you what we do, give you lots to do, a team to work with and lots to learn.

I’ll pay you ok to start with and then even better as you help make my life easier. You will get some employment perks, team outings (which often involve margaritas), and well looked after.