Are you ready to take your career to the next level with Fisher Funds? We are looking for a driven and skilled Investment Adviser to join our team, dedicated to providing market-leading advice and exceptional service to our clients.

About the Role:

As an Investment Adviser, you’ll be at the forefront of client engagement, representing Fisher Funds to both existing and prospective clients. This role involves nurturing strong, lasting relationships, delivering superior service, and helping clients achieve their financial goals. You’ll be responsible for managing a group of assigned clients, proactively addressing their investment needs, and identifying growth opportunities.

A significant part of the role includes prospecting for new clients, managing leads, and promoting Fisher Funds products and services. Success in this role will require you to bring a deep knowledge of investment markets, stay current on our offerings, and provide compliant, results-driven advice that meets clients' needs.

Key Responsibilities:

• Client Engagement & Retention: Build and sustain excellent relationships with clients, delivering tailored investment advice and maintaining high levels of satisfaction.
• Advice Provision: As a Registered Financial Adviser, offer compliant, high-quality investment guidance, backed by comprehensive product and market knowledge.
• Sales & Pipeline Management: Actively prospect for new clients, generate referrals, and manage your sales pipeline for optimal outcomes.
• Compliance & Professional Development: Stay up to date on relevant regulations, ensuring that all advice meets legislative standards, while continuously developing your own expertise.
• Continuous Improvement: Engage in projects that enhance client service delivery and support team performance.

Key Skills and Experience:

• Qualifications: Financial Services Level 5 (Investments) certification is required. Applicants currently working towards their Level 5 certification will also be considered.

• Results-Oriented: A track record of achieving goals and driving successful outcomes.
• Organised & Deadline-Driven: Skilled in planning, with the ability to meet deadlines while maintaining high attention to detail.
• Resilience Under Pressure: Ability to handle demands from internal and external clients, ensuring accurate, high-quality output.
• Communication & Accountability: Strong interpersonal skills, with a commitment to clear, tailored communication and personal accountability.

If you’re passionate about delivering exceptional client experiences and have a keen interest in investment markets, we’d love to hear from you! This is an exciting opportunity to make an impact within Fisher Funds and contribute to our continued growth in wealth management.

Why Join Us?

Fisher Funds is one of New Zealand’s largest specialist wealth management companies. Operating for over 25 years, we’re on a mission to help Kiwis realise their ambitions by making investing accessible and enjoyable. We currently support over 500,000 ambitious Kiwis on their investment journey across KiwiSaver and Managed Funds products, with over $22 billion in funds under management.  

About Fisher Funds: 

• Fisher Funds is one of New Zealand’s largest specialist wealth management companies, operating for 25 years.
• We’re on a mission to help Kiwis realise their ambitions by making investing accessible and enjoyable.
• We currently support nearly 500,000 Kiwis on their investment journey across KiwiSaver and Managed Funds products, with over $22 billion in funds under management.
• Our in-house investment team is one of the largest and most experienced in New Zealand investing in a range of portfolios throughout the world
• We have one of the largest client services teams in New Zealand and an award-winning one at that.
• This is a truly collaborative, team player office where everyone is passionate about what they do and the difference they can make.
• Our vibrant and buzzing head office is based in Takapuna with a gorgeous deck with 180-degree views of Rangitoto and Takapuna beach!

Apply Now to take the next step in your career as an Investment Adviser at Fisher Funds! Applications close 3 April 2025.