_{24th September, 2025}

Our client has an exciting opportunity for a rising star to join their Auckland-based specialist KiwiSaver team. This role would suit someone already working as a financial adviser or a professional services specialist looking to move into financial advice.

As a KiwiSaver Specialist, you will provide financial education and planning services to new and existing clients, with a strong desire to help Kiwis plan for and achieve a fully funded retirement. You’ll have a keen interest in investment markets and a passion for improving financial literacy.

What you’ll bring:

• Proven academic success and strong critical thinking skills
• Professional, confident, and articulate communication style
• Background as a financial adviser or in professional services (finance, law, accounting, etc.)
• Excellent interpersonal skills and ability to build long-term client relationships
• Highly organised, proactive, and resilient with a growth mindset

Key responsibilities:

• Advising and servicing clients
• Onboarding new clients and conducting portfolio reviews
• Educating and engaging clients about KiwiSaver and available services
• Following compliance and risk management requirements

What’s on offer:

• Competitive remuneration package with a clear pathway to success
• A supportive and collaborative environment based in the heart of the city
• Opportunity to join an independent, innovative firm helping New Zealanders make better financial decisions

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