Investment Adviser

Take control of your advisory career - make a real impact with the flexibility, support, and earning potential to thrive, alongside amazing colleagues

Looking for a role where you can focus on meaningful client conversations—not just paperwork? Join a well-established advisory group that supports your success with a mix of admin and business development help, while still giving you the freedom to build your own client base and style.
  
We’re after someone who’s passionate about helping Kiwis make smart investment decisions—whether it’s managed funds, KiwiSaver, or long-term financial planning.
  
What your week might look like:

• Meet with new and existing clients to understand their goals and provide tailored investment advice
• Build your own pipeline through networking, referrals, and tapping into an existing client base
• Work with a supportive internal team who help with appointment setting, compliance, and admin
• Keep in touch with clients regularly to ensure their plans stay on track
• Use tools like Salesforce to keep records tidy and compliant

What we’re looking for:

• Level 5 Financial Services Certificate (Investment strand)
• Experience giving investment advice or financial planning
• A natural communicator who builds trust easily
• Clear credit and police checks

What’s in it for you:

• Balanced support – admin and lead-gen help where it counts, but you’re still in the driver’s seat
• Great earning potential – base salary + uncapped commission
• Team culture – work with experienced advisers who genuinely care about their clients and a motivational leader who likes to enable and empower their team.
• Ongoing development – training and study support to keep you growing 

If you’re ready to take the next step in your advisory career and want to make a real difference in people’s financial lives, we’d love to hear from you.
  
Next Steps
  
Apply now - you'll need to hold New Zealand citizenship, residency, or a valid work visa.
If this role isn’t a perfect match, we still encourage you to apply or register your details on our website. If this isn’t quite the right fit, another role might be. This ad was written with help from AI, but your application will be reviewed by a real human.

We believe diversity is vital to a healthy, high-performing workplace. That’s why we’re committed to delivering a psychologically safe recruitment experience. One that uncovers and celebrates your strengths. If traditional hiring processes don’t bring out your best let us know. We want you to shine, not shy away.

A bit about Kathryn (Kat)
15 years recruiting within the NZ market - she has helped hiring managers build capability in their teams whilst mutually assisting hundreds of individuals take the next step in their career. 
  
#SCR-kathryn-clarke