Financial Adviser

About phwealth and Craigs Investment Partners

phwealth, a specialized division within the Craigs Investment Partners group, offers expert financial planning and wealth management services. As part of Craigs, we are dedicated to supporting clients across New Zealand in achieving their financial aspirations, protecting key assets, and fostering long-term wealth by leveraging the expertise, integrity, and dedication of our team.

Role Overview

We are looking for a seasoned and driven Financial Adviser to join our established team in Dunedin at phwealth. This role involves delivering comprehensive financial guidance, assisting clients at all stages of their financial journeys. The adviser will design personalized financial plans, provide investment recommendations, and navigate clients through changing circumstances and major life events, building enduring, trusted relationships.

Key Responsibilities

• Forge and nurture client relationships based on trust and professional integrity.
• Deliver bespoke financial planning and investment advice adhering strictly to compliance and regulatory standards.
• Create and execute thorough financial plans for clients.
• Perform ongoing reviews of portfolios and financial plans to maintain relevancy and alignment with client goals.
• Expand client base via referrals, networking efforts, and strategic business development.
• Work collaboratively with clients, internal colleagues, and external professionals to optimize client outcomes.

Candidate Profile

The ideal candidate is dedicated to client success, combining strong technical knowledge with an aptitude for fostering meaningful relationships. A background in finance or business, coupled with a passion for financial markets and planning, is essential. Excellent communication, networking, and business development abilities are critical, as is the capacity to explain complex financial ideas clearly.

• Possession of a tertiary qualification in finance, commerce, or a related business field.
• Certification such as NZ Certificate in Financial Services (Level 5) (Versions 1-3), or National Certificate in Financial Services with Investment strand.
• Certified Financial Planner (CFP) designation is advantageous but not mandatory.
• Experience in financial services environments, preferably in close-knit teams.
• Comprehensive knowledge of financial planning principles, market dynamics, and industry regulations.
• Proven client relationship management expertise, fostering trust and credibility.
• A genuine commitment to helping clients make well-informed financial decisions.
• Strong interpersonal skills and established local client networks.

Applications from professionals working in related fields without formal qualifications or Level 5 certification are welcomed.

Benefits

• Extensive health insurance coverage, including annual checkups and flu shots.
• Paid volunteer day through Craigs Community Day annually.
• Parental leave top-up pay of 26 weeks for eligible primary carers plus paid partner leave.
• Additional leave entitlement under certain conditions.
• Immediate access to various leaves such as sick, bereavement, and family violence leave.
• Long service leave provisions.
• Exclusive savings options and preferential insurance rates.

Company Culture

Craigs and phwealth foster inclusive workplace environments that encourage employees to bring their authentic selves and feel appreciated. Our values emphasize collective strength, commitment to excellence, prioritizing people, and ethical conduct, forming the backbone of our service and community engagement.