Financial Adviser

Financial Adviser

20-2-26    North Island Other / Permanent

An exciting opportunity has become available for an experienced Financial Adviser – Life & Health to join a growing and client-focused advisory business.

This is a fully remote role offering the flexibility to work from anywhere in New Zealand while servicing an established client base primarily across Hawke’s Bay and the Wairarapa.
You’ll step into a warm portfolio with strong referral opportunities, supported by a collaborative and forward-thinking team committed to delivering outstanding client outcomes.

What You’ll Be Doing

• Provide tailored Life & Health insurance advice to new and existing clients
• Manage and nurture an established client portfolio
• Conduct client reviews and identify cross-sell opportunities
• Build strong referral relationships within the region
• Maintain compliance with all regulatory and FAP requirements
• Deliver a high standard of client service and documentation

What We’re Looking For

• Level 5 Financial Services Certificate (Life & Health) or working towards
• Proven experience as a Financial Adviser in the NZ market
• Strong relationship-building and communication skills
• Self-motivated and comfortable working remotely
• High level of professionalism and client-first mindset
• Ability to manage your own pipeline and workflow

What’s in It for You

• Fully remote working flexibility
• Established client base to service from day one
• Strong administrative and compliance support
• Competitive remuneration with uncapped earning potential
• Supportive, values-driven team culture
• Opportunity to grow your book and career long term

About the Business This boutique advisory firm is known for its client-centric approach and strong presence across regional New Zealand. With a focus on long-term relationships and quality advice, the business provides advisers with the tools, support, and autonomy needed to succeed.

Ready to take the next step in your advisory career?
Apply now or reach out for a confidential discussion.
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