Wealth Adviser

  • Auckland
  • Permanent
  • Part-time
  • 1 month ago
  • A superior remuneration package and a proven pathway to professional success
About the Opportunity:This is an opportunity for a rising star to join our client's Auckland-based specialist KiwiSaver team. You might already be a financial adviser, or work in a related or professional services environment and aspire to develop your career in this sector.Providing financial advice and planning services to new and existing KiwiSaver clients, you will have a strong desire to help Kiwis plan for and achieve a fully funded retirement, and a keen interest in investment markets and improving financial literacy.Key Highlights:
  • Provide tailored financial advice and KiwiSaver planning services to clients.
  • Build lasting relationships and financial plans.
  • Thrive in a supportive, growth-oriented environment with clear professional development opportunities.
Responsibilities will include:
  • Advising and servicing clients.
  • Onboarding new clients.
  • Conducting portfolio reviews.
  • Educating and informing new and prospective clients on the merits of KiwiSaver and the services offered.
  • Following clients' risk management and compliance requirements.
About You:This opportunity is ideal for ambitious individuals looking to leverage their existing professional skills in a dynamic wealth management environment. While specific wealth management experience is not required, experience in the financial services sector or related/professional services environments (e.g. finance, law, accounting or similar) will be highly relevant.To succeed in this role, you will have/be:
  • A track record of academic success and proven critical thinking skills.
  • Interpersonally and professionally confident and articulate
  • A people person and an excellent communicator - whether by phone, email or face-to-face you are able to make our clients feel both welcome and heard, with a demonstrable ability to build long-term relationships.
  • Diligent, organised and dynamic - you thrive on new and different tasks and take ownership and initiative with the ability to work well in a team and autonomously.
  • A growth mindset - with a strong desire to grow your skills and career.
About the Company:
  • Proudly NZ-owned this organisation has a national presence and a track record of successfully growing and managing Kiwis' wealth.
  • Forward-thinking with value placed on innovation and a commitment to ongoing training and development of their team.
  • They are committed to supporting their staff in achieving success while fostering a collaborative and dynamic workplace culture.
Please note that while this role is a new opportunity, previous applicants need not reapply.Rebecca JamiesonMore InfoTo apply in confidence now. Please complete the 'apply for this job' application form, attaching your cover letter and CV. Emails will be electronically acknowledged and further correspondence may be sent by email.Applications close on 25 September 2025FilterSearchSearchWealth AdviserAuckland CBDJoin a dynamic team to help Kiwis plan for retirement, enhance financial literacy, and build a successful career in wealth management.Executive Support OfficerNelsonOpportunity for a talented executive support person to join a passionate team - pace, variety, challenge, autonomy and juggling multiple tasks.Senior Portfolio and Property ManagerChristchurchUse your commercial property management skills and run a growing property portfolio within an ambitious and energetic business.Chief Financial OfficerMastertonLead the financial future of one of New Zealand's most vibrant provincial communitiesChief Executive OfficerWellingtonShape the future of New Zealand's wholesale financial markets-lead NZFMA as Chief Executive and drive strategic, regulatory, and commercial impact across the sector.

Sheffield Group Limited