Financial Adviser – Client‑Focused Role

About the role

Velocity Financial is seeking motivated Financial Advisers to join its growing team in Wellington, Tauranga or Hamilton. You will work closely with clients to provide personalised, compliant financial advice that helps them achieve long‑term goals.

Key responsibilities

• Meet with new and existing clients in person or remotely to understand their financial needs.
• Develop and maintain long‑term, trust‑based relationships.
• Provide advice on mortgages, personal risk insurance, KiwiSaver, wealth accumulation and broader financial planning.
• Conduct needs analysis, risk assessments and prepare tailored recommendations.
• Collaborate with Advisers, Client Service Managers and other colleagues to ensure a seamless client experience.
• Support clients through claims, ongoing service needs and follow‑up consultations.

Required profile

• Professional, client‑focused attitude with a passion for helping people.
• Strong interpersonal and relationship‑building abilities.
• Motivation to build a sustainable, long‑term career in financial advice.

Required skills

What we offer

• Robust compliance and governance framework.
• Established advice processes, templates and supportive infrastructure.
• Access to quality leads, referral networks and collaborative team culture.
• Ongoing training, development pathways and clear growth opportunities.