Financial Advisor

Application Closing Date: 1st October 2026

Department: Investment Advisory

Location: Auckland Head Office

Description

We're seeking a qualified Financial Adviser to become part of our Auckland team!

In this role, your main focus will be providing investment management and advisory services to clients, including non-discretionary agency clients, co-trustees and engaged beneficial interests.

You'll be expected to introduce clients to additional products and services while working collaboratively with the wider team. Building and maintaining long-term client relationships is essential, as is consistently demonstrating best practice in financial advice.

About You

You're a driven, detail-focused professional with a financial services background and a genuine commitment to providing excellent investment service support. Ideally, you'll have worked as a Financial Adviser before or hold the New Zealand Certificate in Financial Services (Level 5).

You'll also have a strong understanding of the Financial Markets Conduct Act 2013, along with other relevant legislation and developments in the financial advice space.

You're a self-motivated individual who is comfortable building relationships and takes a proactive approach to solving problems and improving processes.

Key Responsibilities

• Attract new high-value clients and establish referral networks
• Review each client's complete financial situation, identify their needs and create a robust financial plan
• Offer guidance, advice and support to the business's fiduciary services
• Grow the client base and develop mutually beneficial relationships
• Manage and report on risk and compliance
• Stay up to date with industry trends and conduct market research to support financial recommendations
• Maintain a working knowledge of, and ensure compliance with, FA regulatory requirements

Skills, Knowledge & Expertise

• At least 5 years' experience in financial advisory services
• Certified Financial Adviser
• Proven history of delivering successful financial advice
• Solid understanding of all relevant industry rules and regulations
• Experience managing key internal and external stakeholder relationships at all levels
• Knowledge of investment platforms, wrap providers and business systems such as Microsoft Dynamics
• A Certified Financial Planner ("CFP") or Chartered Financial Analyst ("CFA") qualification is an advantage but not required

Next Steps

Please submit a current CV along with a Cover Letter that responds to the selection criteria above and explains why you're interested in this role.

Applications will be accepted until 1st October 2026; however, we'll begin phone screenings and interviews as suitable candidates apply.

Please be aware that feedback will not be given on applications prior to the interview stage.

Note: Only applicants with the legal right to work in New Zealand will be considered. Previous applicants need not reapply.