KiwiSaver Adviser

Aurora Capital; Christchurch; On-site; NZD 70,000 - 100,000; Full time

Benefits offered by this job

Supportive ecosystem

Meaningful impact

Professional development

Competitive remuneration

Modern work environment

Job summary

Hive in Christchurch is seeking a KiwiSaver Adviser to guide clients through their investment journey, assess risk, goals, and financial situation, and deliver tailored advice across Hive KiwiSaver schemes and other funds.

You will build relationships, utilise CRM tools, and stay focused on clear, confident guidance. Applicants must be NZ Citizens or PR; the role offers a supportive, advisor-first environment with professional development.

Qualifications

• Proven client engagement experience.
• Active pursuit of NZ Certificate in Financial Services (L5) – Investment Strand.
• Excellent verbal and written communication.
• Self-motivated and collaborative mindset.
• Strong organisational skills with CRM proficiency.

Responsibilities

• Guide clients through their investment journey, understanding their risk profile and goals.
• Provide strategic, personalised KiwiSaver advice across Hive schemes and other funds.
• Help clients make informed decisions to achieve profitable and secure financial outcomes.
• Build and maintain strong client relationships through clear, confident guidance.

Skills

Client engagement

Communication

Team collaboration

CRM proficiency

Education

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

Job description

Jora New Zealand will close on 16th September 2026. Thank you for being with us, we are cheering you on as you continue your career journey.

Aurora Capital – Christchurch, South Island

At Hive, we are dedicated to empowering New Zealanders to achieve their financial aspirations through expert advice. We believe that investing should be clear, confident, and tailored to individual needs. We're seeking a passionate and client-focused KiwiSaver Adviser to join our dynamic team in our Christchurch office and make a tangible impact on our clients' financial futures.

Role Overview

As a KiwiSaver Adviser with Hive, you'll play a pivotal role in guiding clients through their investment journey. This involves deeply understanding their unique financial situation, risk profile, and long-term goals. You'll provide strategic, personalised advice across Hive KiwiSaver schemes and other investment funds, helping clients make informed decisions to achieve profitable and secure financial outcomes.

What We Offer You:

• A Supportive Ecosystem: Be part of a collaborative, advisor-first environment where your expertise is valued and supported by technology.

• Meaningful Impact: Help New Zealanders navigate their financial future with clarity and confidence, building lasting relationships along the way.

• Professional Development: Benefit from ongoing training and development opportunities to continuously enhance your financial advisory skills and market knowledge.

• Rewarding Remuneration: Enjoy a competitive remuneration package that reflects your expertise and performance.

• Modern Work Environment: Work in a flexible and supportive atmosphere, leveraging top-tier digital tools to streamline your client interactions and portfolio management.

Are You the Right Person?

We're looking for an individual who embodies our values and possesses:

• Proven Client Engagement: Sales, advice or client-facing experience is highly valued. A natural ability to build rapport and connect with clients, both in person and over the phone, is essential.

• Qualifications: You'll hold or be actively working towards your New Zealand Certificate in Financial Services (Level 5) – Investment Strand.

• Exceptional Communication: Excellent verbal and written communication skills, with an ability to simplify complex financial concepts into clear, understandable advice.

• Self-Motivated & Collaborative: A proactive approach to building your client base and managing your workflow, coupled with a strong ability to work effectively within a team.

• Organisational Excellence: Strong organisational skills to efficiently manage client interactions, juggle multiple tasks, and maintain meticulous records.

• Tech-Savvy: Proficient in using modern computer systems and CRM platforms to efficiently manage client interactions, track data, and streamline workflows.

• Values Alignment: A genuine commitment to our adviser-first approach, promoting the Hive brand, and embracing our business values and goals.

Applicants must be New Zealand Citizens or Permanent Residents.