Financial Adviser

About Us

Fidelity Life has been a cornerstone in supporting New Zealand's prosperity for over five decades. We are committed to safeguarding the lifestyles of New Zealanders, directly reinforcing the country's growth through our shareholders, customers, and dedicated team members. Join us to contribute meaningfully to this impactful mission.

Role Overview

As a Financial Adviser, you will be responsible for delivering regulated financial advice to both existing and potential Fidelity Life customers. Your role will be vital in crafting advice solutions that benefit customers, advisers, strategic alliances, and corporate collaborators, driving excellent outcomes for all stakeholders.

Key Responsibilities

• Provide compliant and accurate financial advice, ensuring detailed records of all advice and services delivered.
• Conduct regular customer reviews and offer advice that helps clients maintain insurance suited to their evolving life circumstances.
• Adhere to all regulatory and internal company requirements, fostering a culture of proactive risk management and compliance.
• Support retention strategies, campaigns, and develop advice solutions in partnership with Fidelity Life’s business collaborators.
• Focus on delivering superior customer outcomes with every piece of advice provided.
• Collaborate and share expertise across the Solutions team as well as the broader Fidelity Life organization.

Qualifications and Experience

• Holder of the New Zealand Certificate in Financial Services (Level 5) or an equivalent credential.
• A minimum of two years’ experience in providing financial services or advice to retail clients.
• Solid knowledge of financial markets and familiarity with regulatory standards.
• Proven track record in delivering high-quality advice that achieves positive outcomes for customers.

Required Skills

• Excellent at building and influencing relationships, comfortable engaging across various organizational levels and external partners.
• Strong proficiency with essential business systems such as Quotemonster, Microsoft Excel, and other relevant digital tools.
• Aptitude for quickly mastering and applying new technologies to ensure precise and efficient service for customers and advisers.
• Team player with a cooperative spirit contributing positively to the Solutions team and Fidelity Life’s culture overall.
• Attributes including courage, resilience, business insight, emotional intelligence, and effective communication skills.

Why Join Us?

This is a compelling opportunity to make a tangible impact on customers’ financial wellbeing while enhancing Fidelity Life’s Advice Solutions capabilities. You will engage with a diverse array of teams and partners, sharing your expertise to drive meaningful outcomes for customers, advisers, and the business.