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KiwiSaver Financial Adviser

Booster Financial Services

Accredited employerPosted 1 month ago

Job Description

Many New Zealanders have a KiwiSaver account  but don’t really know what to do with it.

You’ll change that.

At Booster, we’re on a mission to build the financial resilience of New Zealanders — and our Customer Success team is at the heart of that mission. We’re looking for a KiwiSaver Financial Adviser who genuinely loves helping people and gets a buzz from a great conversation.

About the role

This isn’t a call centre job. It’s a licensed financial advice role where you’ll build real relationships with Booster members — educating them on their KiwiSaver, helping them make great decisions, and empowering them to take confident steps towards a brighter financial future.

You’ll guide members through the Booster KiwiSaver Financial Journey — whether that’s someone just getting started, a member making their first home withdrawal, switching funds, or thinking about retirement. Working closely with our Client Relationship Specialists, you’ll share onboarding and retention conversations and connect with prospective members through a range of lead avenues.

Every conversation — over video or phone — is an opportunity to make a genuine difference.

What you'll be doing

  • Educating and guiding members through key KiwiSaver decisions — fund selection, contribution strategy, first home withdrawals, retirement planning
  • Building trusted, lasting relationships that keep members engaged with their financial future
  • Onboarding new members, running retention conversations, and checking in at key financial milestones
  • Delivering personalised, compliant KiwiSaver financial advice under Booster’s FAP licence
  • Connecting with prospective members and showing them what a genuinely helpful KiwiSaver experience looks like

What we're looking for

You don’t need to have it all figured out — but you do need to be the kind of person who lights up in a one-to-one conversation and genuinely loves helping people make sense of their financial future.

A natural with people — warm, curious, and someone who builds trust quickly

Motivated by impact — you want more than just a job; you’re driven by Booster’s mission of helping New Zealanders get on the financial front foot

Some financial services experience — whether that’s advice, member services, or a customer-facing role in financial services

Working towards or holding the NZ Certificate in Financial Services (Level 5), investment strand — if you haven’t started yet, we’d love to chat about your commitment to getting there. Study support and training provided

Enthusiasm to learn — hungry for ongoing development and keeping up with what’s happening in the adviser world

Why Booster?

We’ve been quietly breaking the mould in New Zealand financial services since 1998. We’re New Zealand-owned, purpose-driven, and genuinely different — not just in what we do, but in how we do it. Our workplace is modern, diverse, and inclusive.

We look for people who are genuine and authentic — passionate about their work, curious, driven by wanting to help others, and up for having some fun along the way. Our ethos, ‘be a damn good Kiwi’, shapes everything we do.

A clear mission you can get behind — building the financial resilience of New Zealanders

Full training, tools, and support to set you up for success from day one

Study support towards Level 5 if you need it

Real career development in a growing advice team

A warm, tight-knit team that genuinely cares about the work and each other

Ready to make a difference?

If you’re passionate about people and excited by the idea of helping New Zealanders take control of their financial future, we’d love to hear from you. Apply now or reach out directly — we’d love to chat.

How to Apply

All applicants must apply through this Seek advert with a CV and Cover Letter. Applications will close on 14 September. All applicants MUST hold the legal right to work in New Zealand to be considered for this role.

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