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Financial Adviser

Financial Adviser

25-8-25    Auckland / Permanent
Join a Team of Experienced Financial Advisers

Be part of a dynamic group of professionals who specialise in Personal Insurance and work alongside a dedicated Investment Team to deliver ethical, client-first financial advice across New Zealand.

What the Role Entails:
  • Provide clients with a wide choice of quality products from leading suppliers at competitive rates.
  • Support clients through the claims process, ensuring a smoother experience and peace of mind.
  • Develop tailored financial plans to help clients reach their retirement and lifestyle goals.
  • Review and optimise KiwiSaver plans to meet client expectations.
  • Maintain up-to-date financial strategies that evolve with your clients’ life changes.
What the Role Offers You:
  • Flexibility to work in the office and from home.
  • Attractive base salary plus benefits.
  • Established client base to leverage for building new business pipelines.
  • A fun, dynamic culture of experienced advisers with strong industry knowledge.
  • Leadership and mentoring from senior management to support your career growth.
  • A holistic, one-stop-shop approach to financial planning, supported by a collaborative team of specialists.
If you’re looking to deliver thoughtful, quality financial advice while growing within a vibrant and supportive team, this is the place for you.

Contact Hayley Jordaan for a confidential discussion about this new opportunity on 021 191 1101 or apply on the link. #SCR-hayley-jordaan
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Hayley Jordaan Associate Director — Wealth Management
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