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Financial Advisor

All New Zealand
Permanent / Full Time

H2R Consulting are exclusively partnering with a boutique Financial Advisory based on the Kapiti Coast, in order to locate a new Financial Advisor / Investment Advisor. 

Due to staff retirement, the organisation have an exciting career opportunity for a senior investment advisor to join their tight-knit team at their Paraparaumu Beach office. Whilst their office is based on the coast, their clientele is spread across all main centres of New Zealand. The current team of seasoned advisors are from all areas of Wellington. 

Ideally you will have:

– minimum of 10 years’ experience in New Zealand financial markets
– a passion for helping clients achieve their investment goals and will have genuine knowledge about listed securities
– excellent communication skills, especially with people above retirement age
– a natural ability to build rapport with clientele
– ability to travel to various NZ locations once a month in order to meet current clients
– AFA / Level 5 Certificate

The organisation prides itself on offering a balance between hard work and lifestyle. The offices are open between 9am and 5pm and close over Christmas/New Year. They work to accommodate flexible working arrangements whenever possible.

They operate a base salary + bonus (profit share) remuneration structure. Bonus is paid annually and is substantial. This model has a demonstrative reflection on the culture – the advisers and support staff truly work together here.

While being well networked is an advantage, this position is taking care of an existing (departing) advisors clientele (book). There is no demand on you to bring across clients, nor quickly grow a book.

If you are interested in taking this further, please either Apply Now or confidentially contact Mike Healy: 021 337 598 /

Apply Now