Wealth Management Adviser/ Team Lead

Wealth Management Adviser/ Team Lead

23-6-26    Auckland / Permanent

A well-established, client-centric financial advice business is looking to appoint a Senior Wealth Management Adviser / Team Lead in Auckland. 

This is a key role focused on managing and growing an existing client base, delivering high-quality advice, and providing leadership and support to a wider team of advisers.

About the role:

• Manage, retain, and grow a portfolio through proactive client engagement and review processes
• Deliver compliant, tailored wealth advice that improves clients’ financial outcomes and literacy
• Take a holistic approach to client needs, identifying opportunities and referring to specialist advisers where appropriate
• Lead, mentor, and support other advisers to lift capability, performance, and consistency
• Work collaboratively across the business to deliver a seamless client experience
• Maintain accurate client records and adhere to best-practice compliance and advice processes

What’s required:

• 5+ years’ experience as a Wealth Management / Financial Adviser
• Proven ability to build, retain, and grow a client base
• Strong understanding of financial advice compliance and regulatory requirements
• Demonstrated leadership or mentoring experience
• Highly developed relationship management and communication skills
• Self-driven with the ability to operate autonomously

Qualifications:

• Level 5 Financial Advice qualification (essential)
• Diploma of Financial Planning or equivalent (preferred)

Why consider this opportunity?

• Established client base with genuine growth potential
• Supportive, collaborative environment with strong internal referral pathways
• Business committed to high-quality advice, continuous improvement, and client outcomes

If you’re looking for a role where you can combine advisory excellence with leadership and make a meaningful impact, I’d welcome a confidential discussion.
APPLY NOW EMAIL A FRIEND BACK TO JOB LISTINGS