Your career in the financial services industry

Thinking about a career in the financial services industry, but not sure where to start or what questions to ask? Or maybe you have been in the industry a couple of years and are not sure what to do next and how to progress?

Whatever your situation, Strategi can give you the advice you need.

Starting out in the industry?

Find out what you will do, what you can earn and the skills you will need.
Starting out in the industry?

Qualifying to be a financial adviser

Find out what you need to study and the authorisation you may need.
Qualifying to be a financial adviser

Career options

Common roles in the industry and possible career paths.
Career options in financial services

Re-entering the workforce?

We can help you get up to speed with the changes in the financial services industry.
Re-entering the financial adviser workforce?

Frequently asked questions

Need to know something about careers in the industry but don’t know what to ask?
Frequently asked questions about careers in the financial services industry
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Careers

Career options in financial services

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The financial services industry offers a range of career options and many people will start in one area of the industry and move onto others as their knowledge and skills increase. The most common roles are: Financial adviser May do some or all of: Help clients identify or clarify their short, medium, and long-term financial goals. Prepare suitable financial plans/... Read more
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Ethics, Compliance, Best Practice
Front cover of Bill

Financial Services Legislation Amendment Bill: The quick read

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On 3 August 2017, the Financial Services Legislation Amendment Bill was introduced to Parliament. This Bill will have a massive impact on all financial advisers and their employers in New Zealand. Snapshot All current financial advisers will be moving into the FMC Act regime and will need to meet the higher standards of that regime. Conduct will be extremely important as will obtaining... Read more
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Frequently asked questions

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Below are the questions Strategi is most frequently asked. Use the 'Keywords' or 'Topic' filters to limit the FAQ results to a particular area of interest. Alternatively, to search our whole website for any pages containing specific text or topics, use the site search box at the top right of the page. Read more
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Careers

Frequently asked questions about careers in the financial services industry

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The most commonly asked questions in relation to careers in the financial services industry are answered below. You may search by keyword, or for questions not limited to careers see all frequently asked questions. Read more
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Careers

Qualifying to be a financial adviser

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The qualifications you need to become a financial adviser will depend on the type of advice you want to provide, and who you want to provide it to. Note the advice on this page is generic in nature and for personalised advice on training, i.e. specific to your situation, please contact us. To provide advice to clients on insurance and mortgage products This includes products such as life,... Read more
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Careers

Re-entering the financial adviser workforce?

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If you have previously worked in the financial services industry, whether your previous qualifications and experience count will depend on your personal circumstances. Regardless of your previous experience as a financial adviser, Strategi Institute strongly recommends that as a minimum, you complete our Closing the Gaps training. This will help to bring you up to speed with some of the... Read more
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Careers

Starting out in the industry?

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Choosing to become a financial adviser is a great career decision and the industry offers many options around: Specialisation: You could focus on any one area of advice, such as mortgages, insurance, investments, shares etc., or any combination. Employment status: You may initially start in an administration role then move to being a para-planner and then finally to becoming a... Read more
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