- Experience
- 5+ yrs
- Salary
- —
- Openings
- 1
- Posted
- 4 days ago
- Work mode
- In office
- Education
- New Zealand Certificate in Financial Services Level 5
- Eligibility
- Applicants must have legal authorization to work in New Zealand. Previous applicants are not required to reapply.
- Resume
- Required to apply
Where you'll work
Sign in to tell us what does and doesn't work for you here — it sharpens every match we show you.
Job description
Position Overview
We are inviting applications for a Financial Advisor to join our Auckland-based investment advisory team. This role centers on delivering investment management and advisory services to a variety of clients, including non-discretionary agency clients, co-trustees, and beneficial interests with active engagement.
Key Responsibilities
- Acquire new high-value clients and expand referral channels
- Comprehensively evaluate client financial circumstances to identify needs and develop effective financial plans
- Provide expert guidance and support concerning fiduciary business services
- Expand and nurture the client portfolio to foster productive, enduring relationships
- Oversee risk and compliance reporting protocols
- Maintain updated knowledge on industry trends and perform relevant market research to enhance financial recommendations
- Ensure adherence to financial advice regulatory standards and practices
Candidate Profile
The ideal candidate will possess a strong background in financial services and a passion for top-tier client investment support. Experience as a Financial Advisor or attainment of the New Zealand Certificate in Financial Services (Level 5) is preferred.
A deep familiarity with the Financial Markets Conduct Act 2013, associated legislation, and developments in the advice sector is essential. Candidates should be proactive, relationship-oriented, and capable of independently driving process improvements and solutions.
Required Skills and Expertise
- Minimum of five years’ experience in financial advisory roles
- Certified Financial Adviser status
- Demonstrated success in delivering financial advice
- Comprehensive understanding of all pertinent industry regulations and rules
- Experienced in managing strategic stakeholder relationships across multiple levels
- Proficient with investment platforms, wrap providers, and business tools including Microsoft Dynamics
- Possession of Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) credentials is advantageous but not mandatory
Additional Information
Applications will close on 1st October 2026. Initial phone screenings and interviews will be conducted as qualified candidates are identified.
Only candidates authorized to work in New Zealand will be considered. Prior applicants need not reapply. Feedback is only provided post-interview.