Financial Adviser

Looking to balance lifestyle with a fulfilling financial services career? Invercargill is calling.

Join a values-driven firm that empowers clients and advisers alike.

About the Company We’re partnering with a respected financial services and insurance provider that delivers personalized, future-focused solutions across Aotearoa. With deep roots in the Southland community and a trusted national presence, this firm continues to grow by putting clients first.

About the Opportunity

We’re looking for a Financial Adviser with strong investment and DIMS (Discretionary Investment Management Services) expertise, ready to initiate , develop , and manage meaningful client relationships. Whether you're already based in Southland or seeking a lifestyle change, this Invercargill-based role offers a rare chance to run your own book, drive portfolio growth, and contribute to a business that genuinely values your input.

You’ll support clients with holistic financial planning – from KiwiSaver and investment strategies through to risk advice – and collaborate with an engaged team that shares your drive for excellence. With internal marketing support, warm referrals, and a loyal client base, you’ll be well-positioned to create long-term impact.

What You’ll Be Doing :

• Deliver personalized investment and financial advice aligned with client life stages and goals
• Conduct regular reviews and monitor progress to ensure successful outcomes
• Cultivate new client relationships through referrals, partnerships, and local networks
• Ensure compliance with regulatory requirements and internal standards
• Contribute to business planning and regional initiatives
• Leverage technology and in-house support to enhance client experience

What You’ll Bring :

What’s on Offer :

Ready to relocate, reinvigorate your career, and make a lasting difference?

If you’re a Financial Adviser who thrives on investment advice and wants to make a community impact, this could be your next chapter. Apply now or connect in confidence with Gary Bloxham on or Liam Nuttall on .

Why Partner with Tyler Wren?

Additional Information

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