Senior Wealth Adviser

Senior Wealth Adviser

14-4-26    Auckland / Permanent

We are seeking an experienced and client-focused Senior Investment Adviser to join a growing financial services team based in Auckland.

This role is ideal for a professional who is passionate about delivering high-quality investment advice, building long-term client relationships, and growing funds under management through a custodial wrap platform.
You will play a key role in managing and servicing a diverse portfolio of clients, ensuring their financial goals are met through tailored, compliant investment strategies.

Key Responsibilities In this role, you will:

• Grow Funds Under Management (FUM) via a preferred custodial wrap platform
• Provide ongoing client service, including regular investment reviews
• Prepare and present Statements of Advice (SOAs) and client reports
• Manage client relationships and develop referral partnerships
• Maintain accurate client records, including AML and compliance documentation
• Handle client enquiries via phone and email in a timely manner
• Administer investment platforms and support transaction processing
• Ensure all activities comply with relevant legislation and regulatory obligations
• Contribute to marketing initiatives (presentations, webinars, articles, videos)
• Collaborate with internal team members and external providers
• Participate in continuous improvement and professional development

About You To succeed in this role, you will have:
Essential:

• Minimum 3+ years’ experience in a client-facing investment adviser role
• New Zealand Certificate in Financial Services (Level 5)
• Strong investment knowledge and experience managing client portfolios
• Excellent written and verbal communication skills
• High attention to detail and strong organisational skills
• Ability to work both independently and as part of a team

Technical Skills:

• Advanced Microsoft Office skills (Word, Excel, PowerPoint)
• Experience with CRM systems and investment platforms
• Strong report writing and documentation capability

Personal Attributes:

• Client-first mindset with strong ethical standards
• Excellent interpersonal and relationship-building skills
• Empathy and ability to work with a diverse client base
• Proactive, positive, and solutions-focused attitude

Desirable:

• Certified Financial Planner (CFP) qualification
• Experience with wrap platforms (e.g. Consilium, FNZ, Aegis, OneAnswer)

What’s on Offer

• Opportunity to work with a professional and supportive team
• Exposure to a broad and diverse client base, including high-net-worth individuals
• Ongoing professional development and training support
• A collaborative environment focused on delivering excellent client outcomes

Apply Now If you are an experienced Investment Adviser looking to take the next step in your career, we would love to hear from you.
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