- Experience
- 5+ yrs
- Salary
- —
- Openings
- 1
- Posted
- 2 weeks ago
- Work mode
- In office
- Education
- New Zealand Certificate in Financial Services (Level 5) or equivalent
- Eligibility
- Applicants must be legally authorized to work in New Zealand. Reapplications from past candidates are not encouraged.
- Resume
- Required to apply
Where you'll work
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Job description
About the Role
Perpetual Guardian is seeking a qualified Financial Adviser to join their Investment Advisory team based at the Auckland Head Office. The key responsibility is to deliver investment management and advisory services to a diverse client base including non-discretionary agency clients, co-trustees, and those with beneficial interests. This role is embedded in a collaborative setting that encourages the promotion of additional financial products and services while maintaining exemplary client relationships.
Key Responsibilities
- Identify and develop relationships with new high-value clients and referral sources.
- Conduct comprehensive assessments of clients' financial situations, understand their needs, and formulate robust financial plans.
- Offer guidance and support related to fiduciary services within the business.
- Maintain and grow client relationships by creating mutually beneficial outcomes.
- Manage and report on risk and compliance activities diligently.
- Stay informed on industry trends and perform market research to substantiate financial advice.
- Ensure thorough knowledge and compliance with the Financial Advisers Act and related regulations.
Candidate Profile
The ideal candidate is driven, meticulous, and has a genuine passion for financial services, particularly in providing superior investment support. Prior experience as a Financial Adviser or possession of a New Zealand Certificate in Financial Services (Level 5) is preferred. A strong grasp of the Financial Markets Conduct Act 2013 and a proactive mindset towards client relationship building and process refinement are essential.
Required Skills and Qualifications
- Minimum of five years' experience in financial advisory services.
- Certified Financial Adviser qualification is mandatory.
- Proven success in delivering impactful financial advice.
- In-depth understanding of industry regulations and compliance requirements.
- Experience managing relationships with diverse stakeholders at various organizational levels.
- Familiarity with investment platforms, wrap providers, and business systems such as Microsoft Dynamics.
- Certification as a Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) is desirable but not compulsory.
Perks and Benefits
- Health and Life Insurance coverage (subject to eligibility).
- Discounts available on company products.
- Access to discounts through partnerships with commercial business partners.
Additional Information
Applications should include a current CV and a cover letter addressing the selection criteria and motivation for applying. The deadline for applications is 14 October 2026; however, interviews and phone screenings will begin as suitable applications are received. Candidates must have legal authorization to work in New Zealand. Feedback will only be provided post-interview, and reapplications from previous applicants are discouraged.