Senior Financial Adviser – Investment & Wealth Planning

Perpetual Guardian; Auckland; On-site; NZD 120,000 - 180,000; Full time

Benefits offered by this job

Health and Life Insurance Cover*

Discounts on company products

Discounts with business partners

Job summary

Perpetual Guardian in Auckland Head Office seeks a qualified Financial Adviser to deliver investment management and advisory services to clients, including non-discretionary agency clients and co-trustees.

The role focuses on building lasting client relationships, providing guidance, and promoting additional products in a collaborative team. NZ financial services certification and regulatory knowledge are preferred.

Qualifications

• Qualified Financial Adviser with NZ regulatory familiarity.
• Experience working with non-discretionary clients and fiduciary services.
• Background in delivering high quality investment service support.
• Knowledge of Financial Markets Conduct Act 2013 and related trends.

Responsibilities

• Develop high value clients and referral sources.
• Assess clients’ financial picture and develop solid plans.
• Provide guidance and support to fiduciary services.
• Cultivate client base and build long-term relationships.
• Manage risk and regulatory compliance reporting.
• Stay updated on industry trends and research markets for guidance.
• Ensure adherence to FA regulatory requirements.

Skills

Financial advisory

Stakeholder management

Process improvement

Investment platforms

Regulatory knowledge

Microsoft Dynamics

CFP/CFA (preferred)

Education

New Zealand Certificate in Financial Services (Level 5)

CFP or CFA (preferred)

Tools

Microsoft Dynamics

Job description

Perpetual Guardian in Auckland Head Office seeks a qualified Financial Adviser to deliver investment management and advisory services to clients, including non-discretionary agency clients and co-trustees.

The role focuses on building lasting client relationships, providing guidance, and promoting additional products in a collaborative team. NZ financial services certification and regulatory knowledge are preferred.