Financial Adviser

Perpetual Guardian; Dunedin; On-site; NZD 90,000 - 130,000; Full time

Benefits offered by this job

Health and Life Insurance Cover*

Discounts on company products

Discounts on products and services via

Job summary

Perpetual Guardian in Dunedin invites a qualified Financial Adviser to join our Investment Advisory team in Dunedin or Christchurch. You will deliver investment management and advisory services to Clients including non-discretionary agency clients, co-trustees and engaged beneficial interests.

The Financial Adviser is expected to promote additional products and services in a collaborative team environment. It is a pre-requisite that the Financial Adviser will form and nurture longstanding client

Qualifications

• Qualified Financial Adviser with NZ Certificate in Financial Services Level 5 preferred.
• Experience as a Financial Adviser or NZ Certificate in Financial Services Level 5.
• Familiar with FA regulatory requirements and industry trends.

Responsibilities

• Develop high value clients and referral sources.
• Assess clients' financial picture and craft solid financial plans.
• Provide guidance and support to fiduciary services.
• Cultivate client base and build win-win relationships.
• Manage risk and ensure regulatory compliance.
• Stay updated on industry trends and market research.
• Adhere to financial advisory regulations.

Skills

Financial advisory

Client management

Regulatory knowledge

Investment platforms

Stakeholder relationships

Microsoft Dynamics

CFP/CFA preferred

Education

New Zealand Certificate in Financial Services (Level 5)

CFP or CFA preferred

Tools

Microsoft Dynamics

Job description

Financial Adviser

Application Deadline: 9 October 2026

Department: Investment Advisory

Employment Type: Permanent - Full Time

Location: Dunedin Branch

Reporting To: Ben Clausen

Description

We are looking for a qualified Financial Adviser to join our team in Dunedin or Christchurch!

As a qualified Financial Adviser, the focus is the delivery of investment management and advisory services to Clients including non-discretionary agency clients, co-trustees and engaged beneficial interests.

The Financial Adviser is expected to promote additional products and services in a collaborative team environment. It is a pre-requisite that the Financial Adviser will form and nurture longstanding client relationships and demonstrate best practice as a Financial Adviser.

About You

You are a motivated and detail oriented professional with a background in financial services with a passion for delivering high quality investment service support. Ideally you will have previous experience as a Financial Adviser or hold a New Zealand Certificate in Financial Services (Level 5), and you will be well versed in the Financial Markets Conduct Act 2013 and other relevant legislation and trends relating to financial advice.

You will be a confident self-starter that has confidence in building relationships, with a proactive approach to problem solving and process improvement.

Key Responsibilities

• The development of new high value clients and referral sources
• Assess the client’s overall financial picture, understand their needs and develop a solid financial plan
• Provide guidance, advice and support to the fiduciary services of the business
• Cultivate client base and build win-win relationships
• Risk and Compliance management and reporting
• Keep abreast of new industry’s trends and research market to back up financial consulting
• Ensure working knowledge, understanding and adherence to FA regulatory requirements

Skills, Knowledge & Expertise

• 5+ years experience in financial advisory services
• Financial Adviser Certified
• Track record of successful financial guidance
• Sound knowledge and understanding of all required industry rules and regulations
• Previous experience with managing key stakeholder relationships, both internal and external, as well as across various levels
• Familiarity with investment platforms, wrap providers, and business systems such as Microsoft Dynamics
• Certified Financial Planner (“CFP”) or Chartered Financial Analyst (“CFA”) is preferred, but not essential

Job Benefits

• Health and Life Insurance Cover*
• Discounts on company products
• Discounts on products and services through commercial business partners

*eligibility criteria apply.