Investment Adviser

Investment Adviser

08-12-25    Auckland / Permanent

Are you an experienced Investment Adviser looking to step into a role with genuine influence, high-quality clients, and a holistic advice environment?
We’re looking for a professional adviser to join a growing, forward-thinking financial services organisation in Auckland.

About the Role:

In this role, you’ll provide comprehensive, goals-based financial and investment advice to a diverse mix of clients. You’ll work closely with individuals and families to build long-term financial plans that integrate investment strategy, cashflow, property, retirement planning, insurance and risk management.
Using independent research and a modern custodial platform, you’ll design tailored investment solutions that help clients grow and protect their wealth. You’ll also support clients with KiwiSaver recommendations, managed funds, shares, bonds and wider wealth-building strategies.
This role offers excellent long-term career growth, high client engagement, and the ability to deliver independent advice in a supportive, collaborative team.

Key Responsibilities:

• Deliver high-quality, personalised investment and financial advice.
• Build holistic financial plans covering wealth accumulation, retirement, property, debt management and risk management.
• Construct tailored investment portfolios using independent research models and third-party fund managers.
• Provide recommendations on managed funds, KiwiSaver schemes, investment property, equities and fixed income products.
• Use financial modelling software to project outcomes and guide decision-making.
• Maintain strong client relationships with ongoing reviews and strategy updates.
• Ensure all advice complies with New Zealand FAP licensing and regulatory standards.

About You:

You’ll thrive in this role if you enjoy delivering high-trust, high-touch client advice and want to work in a business that invests in premium planning tools and independent research.

We’re looking for:

• Proven experience as a Financial Adviser / Investment Adviser in New Zealand.
• Strong understanding of managed funds, KiwiSaver, portfolio construction, risk profiling and compliance requirements.
• Excellent communication skills with the ability to translate complex information clearly.
• A client-centric approach and strong relationship management skills.
• NZ Level 5 Certificate in Financial Services (Investment Strand) or equivalent.
• Experience working with high-net-worth or mass-affluent clients is advantageous.

What’s on Offer

• $130,000–$150,000 salary (depending on experience)
• High-quality leads and strong internal referral networks
• Access to independent research for portfolio design
• Advanced planning tools and modelling software
• Supportive and collaborative team culture
• Excellent long-term career growth and professional development

How to Apply If you’re an experienced Investment Adviser looking to join a progressive firm where you can deliver truly holistic advice, we’d love to hear from you.
Apply now with your CV, or reach out confidentially to discuss the opportunity further.
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