Our client, Advisory Window, is seeking an experienced and client-focused Senior Financial Adviser to join their Auckland CBD team.

 This is an excellent opportunity for an established adviser to play a key role in a growing financial advisory business while helping New Zealand families and businesses achieve their financial goals.

The successful applicant will:

  • Provide comprehensive investment and financial advice tailored to clients' individual needs and objectives.
  • Develop and implement investment and wealth management strategies.
  • Conduct detailed financial reviews and prepare recommendations for clients.
  • Build, manage and maintain long-term client relationships.
  • Develop new business opportunities and contribute to business growth.
  • Explain complex financial and investment concepts in a clear and professional manner.
  • Ensure all advice and client interactions comply with New Zealand financial services regulations and company policies.
  • Maintain accurate client records and documentation using CRM systems.
  • Mentor and support junior advisers and other team members where required.
  • Work collaboratively with the wider advisory team to deliver exceptional client outcomes.

Requirements

  • Minimum 5 years' experience in financial services, investment advisory, wealth management, banking, insurance, or a related financial services environment.
  • NZ Certificate in Financial Services (Level 5) (Investment Strand) or equivalent qualification.
  • Strong understanding of investment products, financial markets, wealth management and financial planning.
  • Demonstrated experience providing financial advice and managing client relationships.
  • Excellent communication, presentation and interpersonal skills.
  • Strong business development and relationship management abilities.
  • Proficiency in Microsoft Office and CRM systems.
  • Professional, self-motivated and client-focused approach.

What We Offer

  • Competitive remuneration of $40.00 – $50.00 per hour.
  • Ongoing professional development and training.
  • Support towards CFP certification and further industry qualifications.
  • Flexible working arrangements.
  • Supportive and collaborative team culture.
  • Career progression opportunities within a growing advisory business.

About Advisory Window

Advisory Window provides advice across life and health insurance, income protection, mortgage and business cover, investment planning and retirement planning. We are committed to delivering clear, practical and client-focused financial advice that helps our clients protect, grow and manage their wealth with confidence.

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Please email your CV and cover letter to:

 

Employer Questions

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