Financial Adviser

Financial Adviser

23-10-25    Auckland / Permanent

Join a Family-Feel Brokerage That Backs You to Succeed

Are you a motivated Financial Adviser looking for a new opportunity where your success is truly valued?
We’re a small, close-knit financial services brokerage with big ambitions—and we’re growing. With a strong reputation, steady lead flow, and a culture focused on support, collaboration, and work-life balance, we offer advisers the tools they need to thrive without the bureaucracy of a large corporate.

What’s on Offer:

• �� Base salary + competitive commission structure
• �� Qualified leads provided – spend more time advising, less time prospecting
• �� Remote & flexible working options – work from home or on the road
• �� Growth opportunities – build your own client base and team over time
• �� Client roadshows and networking events – we’ll help put you in front of the right people
• ��‍��‍�� Supportive team culture – we’re big on sharing wins and helping each other succeed
• �� Ongoing training and development – because your success is our success

Your Day-to-Day Will Include:

• Advising new and existing clients on insurance, investments, or mortgage solutions (depending on your specialty)
• Following up on high-quality leads and converting them into long-term clients
• Building and maintaining your clientele 
• Participating in roadshows, webinars, and community events to grow brand awareness
• Mentoring junior team members or building your own team (if desired)
• Staying up to date with compliance and industry standards

What You’ll Bring:

• Level 5 Certificate in Financial Services 
• Proven experience as a Financial Adviser in New Zealand
• Strong communication and relationship-building skills
• Self-motivation and a desire to grow both personally and professionally
• A collaborative mindset 

Ready to Take the Next Step? Whether you're an experienced adviser looking for more support and flexibility, or you're ready to step into a leadership role with growth potential – we'd love to hear from you.
�� Apply now with your CV and a brief cover letter telling us why you’d be a great fit.
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