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Senior Financial Advisor, Christchurch
Senior Financial Advisor, ChristchurchFarrow Jamieson • Canterbury, New Zealand
Senior Financial Advisor, Christchurch

Senior Financial Advisor, Christchurch

Farrow Jamieson • Canterbury, New Zealand
15 hours ago
Job description

Senior Wealth Advisor, Christchurch

We're delighted to be partnering with a highly respected and growing name in New Zealand private wealth, to find an outstanding finance professional to help grow their Private Wealth division in Christchurch. A growing portfolio means this is an opportunity to develop and build a successful career, backed by a collaborative, high‑performing national team. Our client has been managing wealth for New Zealanders for 37 years and is wholly independent and New Zealand owned and operated.

Shape Futures, Build Relationships

As a Senior Wealth Adviser, you'll be instrumental in delivering sophisticated financial advice and planning services to a mix of new and established high‑net‑worth private wealth clients. Through your work you will be helping Kiwis achieve their financial aspirations, and at the same time building the reputation and reach across Canterbury.

Key Responsibilities

  • Provide expert, bespoke financial advice and service to an existing portfolio of private wealth clients.
  • Proactively drive client base growth through professional networking, referrals, and strategic partnerships.
  • Contribute to the culture and success of the Christchurch office, collaborating on broader firm initiatives.

About You

Whether or not you have a financial planning qualification, we are looking for a standout professional whose expertise is matched by their character. You will naturally embody these core values :

  • Exceptional Rapport Builder – You are a natural people person with a proven ability to connect easily. You make people feel welcome, understood, and genuinely supported, making client retention and referral growth a seamless experience.
  • Technical Acumen – Ideal candidates will have a CFA designation, or substantial experience within the finance or legal sectors. Support is available for obtaining the Level‑5 qualification if necessary.
  • Polished Presentation – You uphold a highly professional standard of written and personal presentation. You articulate complex financial ideas with clarity, confidence, and impeccable etiquette, reflecting the quality of the brand.
  • Thirst for Learning – You possess a genuine growth mindset, you stay ahead of market trends and embrace professional development.
  • Organised and Dynamic – You thrive on variety and taking care to help your clients achieve the best outcomes. You are driven by a strong sense of personal commitment to excellence and accountability.
  • Benefits

    Hit the ground running with an immediate portfolio and significant opportunity for organic growth. Receive a highly competitive remuneration package that generously rewards performance and long‑term success. Best‑in‑Class Tools – Work with modern, cutting‑edge financial planning software and technology, backed by an active investment management team. Vibrant Culture – Be part of an ambitious, supportive, and collaborative national team committed to excellence.

    If this sounds like you, now’s the time to start your journey to being a leading Wealth Adviser in Christchurch, supported by one of NZ's premier investment firms.

    Please submit your CV and a cover letter today, or for a confidential discussion contact Wendy Clarke on .

    #J-18808-Ljbffr

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    Financial Advisor • Canterbury, New Zealand

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