Financial Adviser

Lifetime; Wellington; On-site; NZD 100,000 - 140,000; Full time

Benefits offered by this job

Existing client base

Long-term career opportunity

Life, Health, and Income Protection

Job summary

Lifetime in Wellington is seeking a client-centric Investment Adviser to join our growing team. You will work with an existing client base and provide tailored financial guidance to help clients achieve life goals.

We value people first, teamwork and integrity, and offer life, health and income protection insurance along with a rewarding long-term career opportunity within a values-driven, dynamic financial services company.

Qualifications

• Experience as an Investment Adviser (CFP preferred but not essential).
• Experience and knowledge of Discretionary Investment Management Services (DIMS).
• Previous experience within a financial planning environment.
• Strong interpersonal and communication skills, with a client-first mindset.
• The ability to self-manage, set and achieve goals, and maintain high professional standards.
• A proven record of personal achievement.

Skills

Investment Adviser experience

DIMS knowledge

Financial planning experience

Interpersonal skills

Self-management & goal setting

Proven personal achievement

Job description

Lifetime – Wellington Central, North Island

Lifetime is one of the largest groups of financial advisers in New Zealand, providing our clients with holistic advice through all stages of life.

The Lifetime Difference

At Lifetime, we take pride in helping our clients achieve their life goals - whether that’s spending more time with loved ones, building financial security or leaving a legacy. We develop financial plans that empower clients to focus on what matters most to them.

Our unique Advice For Life philosophy sets us apart from traditional financial advice. We move away from product-led conversations and focus on people first, supported by sophisticated tools and proven processes that allow you to deliver advice at a deeper, more meaningful level.

The Opportunity

We’re currently looking for a client-centric Investment Adviser to join our team inWellington. This role offers the opportunity to work with an existing client basewhile being part of a business on an exciting growth journey.

You’ll embrace our guiding principles of people first, teamwork, integrity, courage, and continuous improvement and be passionate about delivering advice that genuinely improves clients’ lives.

About You

• Experience as an Investment Adviser (CFP preferred but not essential)
• Experience and knowledge of Discretionary Investment Management Services (DIMS)
• Previous experience within a financial planning environment
• Strong interpersonal and communication skills, with a client-first mindset
• The ability to self-manage, set and achieve goals, and maintain high professional standards
• A proven record of personal achievement

What We Offer

• Existing client base
• Rewarding long-term career opportunity
• Life, Health, and Income Protection Insurance

Why Join Lifetime?

This is an opportunity to build a rewarding career within a values-driven, growing business — while working for one of New Zealand’s most dynamic financial services companies.