Financial Adviser

Tyler Wren; Invercargill City; On-site; NZD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking an experienced Financial Adviser to join their collaborative team in Invercargill. This role offers the chance to work closely with clients, understanding their financial goals and providing personalized solutions across various products such as KiwiSaver, Mortgages, and Insurance. With a strong focus on client relationships, you will have the opportunity to manage an existing client base while also accessing new leads through a network of referral partners. If you are a driven professional with a passion for helping others achieve their financial aspirations, this opportunity is perfect for you.

Benefits

Ongoing training and professional development

Life and health insurance benefits

Collaborative team environment

Qualifications

• 3+ years in financial advice and client relationship management.
• Strong understanding of financial services and ongoing industry development.

Responsibilities

• Meet clients to understand their financial goals and deliver tailored solutions.
• Manage an established book of clients while growing your portfolio.

Skills

Client relationship management

Financial advice

Commercial acumen

Organisational skills

Time management

Education

NZCFS Level 5 qualification in Investments

General Insurance qualification

Job description

About our client:
I'm currently recruiting on behalf of my client; a well-established financial services and insurance provider with a strong footprint across New Zealand. Known for their client-first approach, they’re committed to supporting Kiwis through every stage of life, offering tailored advice and genuine value.

About the Role:
This is a fantastic opportunity for an experienced Financial Adviser based in or open to relocating to Invercargill. In this role, you’ll meet directly with clients to understand their financial goals and deliver personalised solutions across a range of products. Our client offers a range of products including KiwiSaver, Mortgages, Life and Health Insurance, and both Domestic and Commercial Insurance.

Not only will you manage an established book of clients, but you'll also have access to new opportunities through a network of referral partners, marketing support, and warm client referrals. It’s the ideal mix of maintaining strong relationships and growing your portfolio in a meaningful way.

What You’ll Need to Succeed:

1. NZCFS Level 5 qualification in Investments (and ideally General Insurance)
2. At least 3 years of experience in financial advice and client relationship management
3. Proven ability to build strong connections with internal and external stakeholders
4. A solid understanding of financial services, with a genuine interest in ongoing industry development
5. Commercial acumen and confidence in identifying and securing new opportunities
6. Strong organisational and time management skills

What’s on Offer:

1. A collaborative and social team environment
2. Ongoing training and professional development opportunities
3. Competitive salary commensurate with your experience
4. Life and health insurance benefits
5. An established book of business with referral pathways to support continued growth

If you’re a driven and people-focused adviser ready to take the next step in your career, I’d love to chat. 'Click Apply', or confidentially contact Monique Flatman at 09 610 5825 or Gary Bloxham at 09 974 9072 or Liam Nuttall at [phone].