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 include:

• 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.

About you:

• Qualifications: Financial Services Level 5 (Investments) certification is required.

• 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 Fisher Funds?

At Fisher Funds, we don’t just manage wealth; we help Kiwi secure their futures. Here’s what makes us stand out: 

• Wellbeing First: Enjoy Southern Cross Health Insurance and life insurance coverage. 
• Grow Your Career: Access professional development opportunities to reach your full potential. 
• Enhanced leave: A generous parental leave package, community leave so you can volunteer in a way that is meaningful to you, and birthday leave so you can celebrate with your nearest and dearest. 
• Collaborative Culture: Join a team that values support, innovation, and having fun while doing meaningful work.

About Fisher Funds:  

• Fisher Funds is a leading investment management company in New Zealand with ambitious plans for growth. We manage over $24 billion in funds on behalf of more than 500,000 New Zealanders.
• We have a range of investment products including KiwiSaver schemes, non-KiwiSaver superannuation schemes, an extensive range of retail managed funds, listed investment companies as well as a wholesale offering. 
• We’re all about making investing understandable, enjoyable, and profitable for New Zealanders and helping them achieve their investment goals.