Financial Adviser: Growth, Client Impact, Flexible Work

Chris MacKay Financial Planning Ltd; Upper Hutt; Hybrid; NZD 85,000 - 110,000; Full time

Benefits offered by this job

Mentoring and training opportunities

Professional development support

Competitive remuneration

Flexible work arrangements

Job summary

Chris MacKay Financial Planning Ltd is seeking a Financial Adviser in Lower Hutt, Wellington, for a full-time position. You will deliver tailored financial advice, work with a diverse client base, and help clients navigate complex decisions with confidence.

Join a respected firm that emphasizes trust, expertise, and relationships. You will advise on investments, retirement planning, insurance, and tax-effective strategies, while pursuing professional qualifications and ongoing development.

Qualifications

• Relevant financial services qualifications as listed (NZ Certificate in Financial Services Level 5 or National Certificate Level 5, Investments & Insurance).
• Strong client-focused advisory mindset and ethical approach required.

Responsibilities

• Conducting comprehensive financial needs analysis and discovery meetings with clients to understand and review their goals and circumstances.
• Developing personalised financial advice and recommending appropriate products and strategies.
• Preparing detailed financial plans and presenting recommendations to clients clearly.
• Providing ongoing advice on investments, retirement planning, insurance, and other financial matters.
• Building and maintaining strong client relationships through regular contact and exceptional service delivery.
• Maintaining accurate client records in compliance with regulatory requirements.
• Keeping up to date with industry developments and regulatory changes to ensure current advice.
• Contributing to business development and client acquisition/retention.
• Collaborating with colleagues to share knowledge and best practices.

Skills

Interpersonal skills

Communication skills

Organisational skills

Time management

Attention to detail

Professionalism

Education

NZ Certificate in Financial Services (Level 5) or National Certificate in Financial Services (Level 5) - Investments & Insurance

Job description

Chris MacKay Financial Planning Ltd is seeking a Financial Adviser in Lower Hutt, Wellington, for a full-time position. You will deliver tailored financial advice, work with a diverse client base, and help clients navigate complex decisions with confidence.

Join a respected firm that emphasizes trust, expertise, and relationships. You will advise on investments, retirement planning, insurance, and tax-effective strategies, while pursuing professional qualifications and ongoing development.