Kiwisaver/Investment Adviser

Kiwisaver/Investment Adviser

18-6-26    Auckland / Permanent

Join a leading financial advice firm with a strong reputation in the New Zealand market, known for delivering tailored KiwiSaver and Investment solutions.

This is a fantastic opportunity to step into a role with strong lead flow, quality systems, and a collaborative environment where you can focus on delivering great advice and building long-term client relationships.
 
About the Role You’ll work with a consistent pipeline of clients, providing tailored KiwiSaver and investment advice aligned to their financial goals. This role is ideal for someone who enjoys educating clients, building trust, and helping them create long-term wealth.

Key responsibilities include:

• Providing personalised KiwiSaver advice and fund recommendations
• Delivering investment strategies aligned to client goals and risk profiles
• Conducting client reviews and ongoing portfolio management
• Building and maintaining strong referral relationships
• Identifying opportunities to grow your client base and revenue
• Ensuring compliance with regulatory and advice standards

What’s on Offer

• Competitive remuneration (salary + bonus model) 
• Strong lead flow and marketing support
• Access to a range of KiwiSaver schemes and investment products
• Dedicated admin and compliance support
• Supportive team culture with experienced advisers
• Clear pathway for career progression

 About You You’re a relationship-driven adviser who enjoys helping clients make confident financial decisions.
You will ideally have:

• Experience as a Financial Adviser, KiwiSaver Adviser, or Investment Adviser
• Strong knowledge of KiwiSaver and investment products
• Proven ability to build and maintain client relationships
• NZ Financial Advice Provider (FAP) aligned qualifications (Level 5)
• A proactive, self-driven approach to growing your portfolio

The team offers a modern, client-first approach to financial advice. With strong infrastructure, a collaborative culture, and a focus on long-term success, you’ll be well positioned to build a sustainable and rewarding career.
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