Financial Adviser

Description

We are looking for a qualified Financial Adviser to join our team in Auckland!

As a qualified Financial Adviser, the focus is the delivery of investment management and advisory services to Clients including non-discretionary agency clients, co-trustees and engaged beneficial interests.

The Financial Adviser is expected to promote additional products and services in a collaborative team environment. It is a pre-requisite that the Financial Adviser will form and nurture longstanding client relationships and demonstrate best practice as a Financial Adviser.

About YouYou are a motivated and detail oriented professional with a background in financial services with a passion for delivering high quality investment service support. Ideally you will have previous experience as a Financial Adviser or hold a New Zealand Certificate in Financial Services (Level 5), and you will be well versed in the Financial Markets Conduct Act 2013 and other relevant legislation and trends relating to financial advice.

You will be a confident self-starter that has confidence in building relationships, with a proactive approach to problem solving and process improvement.

Key Responsibilities

The development of new high value clients and referral sources

Assess the client’s overall financial picture, understand their needs and develop a solid financial plan

Provide guidance, advice and support to the fiduciary services of the business

Cultivate client base and build win-win relationships

Risk and Compliance management and reporting

Keep abreast of new industry’s trends and research market to back up financial consulting

Ensure working knowledge, understanding and adherence to FA regulatory requirements

Skills, Knowledge & Expertise

5+ years experience in financial advisory services

Financial Adviser Certified

Track record of successful financial guidance

Sound knowledge and understanding of all required industry rules and regulations

Previous experience with managing key stakeholder relationships, both internal and external, as well as across various levels

Familiarity with investment platforms, wrap providers, and business systems such as Microsoft Dynamics

Certified Financial Planner (“CFP”) or Chartered Financial Analyst (“CFA”) is preferred, but not essential

Job Benefits

Health and Life Insurance Cover\

Discounts on company products

Discounts on products and services through commercial business partners

*\*eligibility criteria apply.*Next Steps

Applications must include an up to date CV as well as a Cover Letter addressing the selection criteria above and why this role interests you.

We will accept applications up until 14 October 2026, though we will commence phone screens and interviews as we see suitable candidates coming through.

Please note that we will not be providing feedback on applications before the interview stage.

Note: Only candidates who are legally entitled to work in New Zealand will be considered. Previous applicants need not apply.