Financial Adviser

Craigs Investment Partners Limited; Otago; On-site; NZD 65,000 - 95,000; Full time

Benefits offered by this job

Comprehensive health insurance

Craigs Community Day

Parental leave – 26 weeks top-up

Additional leave and sick/bereavement

Long service leave

Savings benefits and preferential ins.

Job summary

Craigs Investment Partners in Dunedin is seeking an experienced Financial Adviser to join phwealth and provide holistic financial advice for clients across investments, retirement planning and KiwiSaver. You will build trusted, long-term relationships while delivering tailored strategies to each client’s goals and circumstances.

The role emphasizes client-focused advisory work, compliance, and collaboration with a close-knit team to support clients through life events and changing financial

Qualifications

• Develop and implement holistic financial plans for clients.
• Provide investment and financial advice with regulatory compliance.
• Build and maintain long-term client relationships.

Responsibilities

• Develop and manage client relationships built on trust and professionalism.
• Provide high-quality, personalised financial planning and investment advice.
• Prepare and implement holistic financial plans.
• Conduct regular portfolio reviews to ensure alignment with client goals.
• Grow client base through referrals, networking and business development.

Skills

Client relationships

Financial planning

Investment advice

Compliance & regulation

Communication

Networking & business development

Relationship management

Education

Tertiary degree in finance/commerce/business

NZ Certificate in Financial Services (Level 5) – NZ Certificate Level 5

CFP designation (desirable)

Job description

phwealth is a specialist financial planning and wealth management business within the Craigs Investment Partners (Craigs) group. Our Financial Advisers work closely with clients to understand their goals and develop tailored strategies covering investments, retirement, KiwiSaver, risk management and broader financial wellbeing.

At Craigs we are passionate about helping our clients achieve their financial goals, protect what matters most, and build lasting wealth. Our success is built on the expertise, integrity and commitment of our people, who work together to deliver exceptional outcomes for clients across New Zealand.

About The Role

We are seeking an experienced and motivated Financial Adviser to join our established Dunedin team at phwealth to provide holistic financial advice that helps clients navigate every stage of their financial journey.

As a Financial Adviser, you will work closely with clients to develop and implement comprehensive financial plans, provide investment advice, and support them through key life events and changing financial needs. This is an opportunity to build trusted, long-term relationships while delivering personalised strategies tailored to each client's goals, circumstances and aspirations.

Key Responsibilities

• Develop and manage meaningful client relationships built on trust and professionalism.
• Provide high-quality, personalised financial planning and investment advice, ensuring alignment with compliance obligations and industry regulation.
• Prepare and implement holistic financial plans.
• Conduct regular portfolio and financial plan reviews to ensure advice remains appropriate and aligned with client objectives.
• Grow your client base through referrals, networking and business development initiatives.
• Collaborate with clients, colleagues and external professional partners to achieve the best possible outcomes.

About You

You are a client-focused professional who is passionate about helping people achieve their financial and lifestyle goals. You combine technical expertise with a genuine ability to build strong, lasting relationships.

Ideally You Will Also Possess

• A tertiary degree in either finance, commerce or business-related discipline;
• Version 1, 2 or 3 of the New Zealand Certificate in Financial Services (Level 5), or the National Certificate in Financial Services (Financial Advice) (Level 5), including the Investment strand;
• Certified Financial Planning designation (CFP) (desirable);
• Previous experience working within a financial service environment, ideally in a small and close-knit team;
• Passion for and sound understanding of financial markets and knowledge of industry regulation;
• Sound understanding of financial planning including holistic financial assessment, and financial modelling;
• Demonstrated client relationship management skills with the ability to build trust and credibility with clients;
• Enjoy working with people and helping them make informed decisions relevant to their financial future;
• Ability to explain financial concepts simply and easily;
• Possess strong business development skills;
• Possess excellent communication and networking skills; and
• Have established local connections to client networks.

Although a qualified Financial Adviser would be desirable, we are open to receiving applications from candidates who are working in a related field and who may not currently possess a relevant qualification and/or Level 5 Financial Services Certificate.

Benefits

• Comprehensive health insurance, annual health check, flu vaccinations
• Craigs Community Day (annual paid volunteer day)
• Parental leave - 26 weeks’ pay ‘top up’ for eligible Primary Carers and additional paid Partner’s leave
• Additional week of leave (conditions apply)
• Other leave (such as sick, bereavement leave, and family violence leave) from your first day of work
• Long Service Leave
• Savings benefits and preferential insurance rates

Why Craigs and phwealth?

• We are stronger together
• We strive for excellence
• We put people first
• We do what’s right

If you would like to find out more about working at Craigs or phwealth, visit our Careers page – https://craigsip.com/careers