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Financial Adviser
Full Time
Job description
About the Company
We’re representing a trusted, New Zealand-owned financial services and insurance provider with strong regional and national presence. With a loyal Invercargill client base and a well-respected reputation across Aotearoa, this firm delivers tailored financial advice that helps clients manage, grow, and protect their wealth.
You’ll join a people-first culture that values professional development, collaboration, and community connection.
About the Role
This is a genuine career opportunity for an experienced Financial Adviser with DIMS expertise who’s looking to manage an established investment portfolio and enjoy Southland’s lifestyle benefits.
Whether you’re based locally or ready to relocate, you’ll work with a large existing client book and ongoing warm referrals, supported by marketing, compliance, and admin teams. You’ll help clients define goals, create holistic strategies, and manage their investments with confidence.
What You’ll Do
Enjoy an affordable lifestyle, minimal commute, and access to the stunning Southland outdoors — from Fiordland to the Catlins. Invercargill offers both career growth and lifestyle freedom, with the support of a thriving local economy and close-knit professional community.
Apply Today
If you’re an experienced Financial Adviser ready to manage a thriving DIMS client base and grow your career in the South, apply now or contact:
Gary Bloxham – 09 974 9072
Liam Nuttall – 09 930 8521
Why Work with Tyler Wren?
We’re representing a trusted, New Zealand-owned financial services and insurance provider with strong regional and national presence. With a loyal Invercargill client base and a well-respected reputation across Aotearoa, this firm delivers tailored financial advice that helps clients manage, grow, and protect their wealth.
You’ll join a people-first culture that values professional development, collaboration, and community connection.
About the Role
This is a genuine career opportunity for an experienced Financial Adviser with DIMS expertise who’s looking to manage an established investment portfolio and enjoy Southland’s lifestyle benefits.
Whether you’re based locally or ready to relocate, you’ll work with a large existing client book and ongoing warm referrals, supported by marketing, compliance, and admin teams. You’ll help clients define goals, create holistic strategies, and manage their investments with confidence.
What You’ll Do
- Manage and expand an existing DIMS client base with personalised financial advice.
- Conduct regular client reviews, monitor performance, and ensure regulatory compliance.
- Develop new business through referrals, partnerships, and community engagement.
- Collaborate with senior advisers and contribute to business planning and strategy.
- Implement digital tools to enhance client experience and support long-term relationships.
- NZ Certificate in Financial Services (Level 5) – Investment strand.
- 3+ years’ experience as a Financial Adviser or Investment Specialist.
- Strong relationship management and client service skills.
- Proven ability to operate within DIMS and produce compliant, high-quality advice.
- A proactive, collaborative, and professional approach.
- A well-established DIMS portfolio ready for you to take over and run.
- Supportive environment with shared values of wellbeing, integrity, and growth.
- Competitive base salary, bonuses, health, and life insurance benefits.
- Ongoing professional development and tailored training pathways.
- Relocation assistance to make your move to Southland seamless.
- The chance to live, work, and contribute in a region known for balance, community, and opportunity.
Enjoy an affordable lifestyle, minimal commute, and access to the stunning Southland outdoors — from Fiordland to the Catlins. Invercargill offers both career growth and lifestyle freedom, with the support of a thriving local economy and close-knit professional community.
Apply Today
If you’re an experienced Financial Adviser ready to manage a thriving DIMS client base and grow your career in the South, apply now or contact:
Gary Bloxham – 09 974 9072
Liam Nuttall – 09 930 8521
Why Work with Tyler Wren?
- Gain access to exclusive roles and real-time market insights
- Receive tailored CV and interview advice from industry experts
- Trusted recruitment partner with 8 years’ success across NZ, Australia, and beyond
- Refer a friend and receive a $600* Prezzy Card when we place them in a new role: https://tylerwren.co.nz/refer-a-friend/
- Download our latest salary guide: https://tylerwren.co.nz/salary-guide/
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Company information
- Company
- Tyler Wren
- Location
-
New Zealand, South Island, Southland, Invercargill
New Zealand - Posted
- 8 months ago
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