Careers
We’re proud to grow a team of people who share our passion for helping Kiwis make confident financial decisions. If that sounds like you, why not join our mission.
Every new adviser who joins us goes through our Foxplan Academy training programme. You’ll learn directly from our Directors and Senior Advisers who are experienced business owners that bring years of real-world knowledge to every session.
Current opportunities
If you’re ready to take the next step in your career and join a company that values people as much as performance, we’d love to hear from you. Please email your CV and cover letter to info@foxplan.nz and tell us why you’d be a great fit.
We’re currently looking for:
Interested? Get in touch
The Benefits and Features of a Career At FoxPlan
At FoxPlan, we don’t just hire advisers; we can help you build a career as an independent financial adviser that can include scaling your own practice and shareholder opportunities that can see you through to retirement.
The Short Term: Foundation & Integration
First two years
Three Paths
Choose between Transitioner, Prospector, or Freelance paths to independence.
The Academy
Daily teaching/training (2 years), joint field work, and multifaceted support (suppliers, systems, mentoring).
12-Month Benchmarks
Complete Level 5 (3 subjects), achieve company/supplier accreditation, and meet sales/service expectations.
Diamonds Structure
Collaborative "team within a team" for advisers aged 20 to 65+.
The Medium Term: Growth & Practice Mastery
Two to five years
Equity Path
Eligibility to become a shareholder.
5-Year Milestones
Qualify for departure terms (multiple of recurring revenue) and exemption from "recovery" terms.
Revenue Targets
Average recurring revenue of $50,000 pa; "at capacity" new business of $280,000 pa.
Operational Standards
Weekly agency meetings, mandatory annual business development planning, and access to the "5Cs of Business" resource.
Risk Management
Monthly Governance Board oversight, annual external compliance reviews, and PI insurance.
The Long Term: Ownership & Exit
Five+ years
Guaranteed Share Buy-Back
Shareholders have a guaranteed right to sell shares back to FoxPlan or a FoxPlan-approved adviser at the current market valuation.
The Lifetime Annuity
Move from active work to a structured retirement income through the FoxPlan succession plan.
Loyalty Equity Scheme
For those choosing the non-shareholder path, qualify for a structured payout of your recurring revenue at departure based on a set multiplication factor.
Gradual Retirement
Retain commission-earning privileges while reducing your active hours or transitioning into a management/mentoring role.
Operational Oversight
Shareholders participate in monthly meetings reviewing profit, revenue, marketing, and systems.
Board Participation
Shareholders have opportunities to contribute at the Governance Board level, ensuring your voice helps shape the group’s strategic direction.