Financial Advisers

Velocity Financial – Wellington Central, North Island About Velocity Financial At Velocity Financial, client relationships come first, we get to know our clients so that we can help them make confident, well-informed decisions that resonate for them, about their financial future. A passion for helping people High-quality, client-first advice Robust compliance and governance framework A collaborative team environment working alongside your Advisers and Client Service Managers (CSMs) colleagues, benefitting from company skills and knowledge. A focus on long-term client relationships—not transactional sales Our advisers are supported to do what they do best: deliver great advice and build meaningful client relationships. The Opportunity We’re looking for Financial Advisers who want to build a sustainable, professional advice career, growing in your skills and experiences to work with diverse clients with diverse needs. You’ll build and nurture a steady flow of clients, supported by strong systems, processes, and an experienced team. As a Financial Adviser at Velocity, you will empower clients to take control of their financial future through high-quality, compliant, and personalised advice. What You’ll Be Doing Meeting with new and existing clients (in person and/or remotely) Building long-term relationships based on trust and professionalism Providing advice across: Mortgage; Personal risk insurance; KiwiSaver and wealth accumulation; Broader financial planning (as applicable) Guiding clients through needs analysis and risk assessment Preparing and implementing advice recommendations Working alongside colleagues to ensure a smooth client experience Supporting clients through claims and ongoing service needs What Sets Velocity Apart We’ve intentionally built an environment that supports advisers to support their clients, to succeed sustainably, and we really care about our workplace culture. You would be part of a diverse and interesting whanau, who work hard, love humour and look out for each other. We have: a strong support structure Established advice processes and templates Innovative focussed environment to be able to focus where it matters, our clients compliance confidence Robust systems aligned with regulatory requirements Support and best practice to ensure advice is consistent and audit-ready Clear frameworks for documentation and client outcomes support finding quality leads and referrals Access to referral networks Focus on meaningful client engagement professional environment Collaborative team culture Ongoing development and training Clear pathway for growth and specialisation About You We’re looking for advisers who are professional, client-focused, and motivated to build a long-term career: Passionate about helping clients make good financial decisions Strong interpersonal and relationship-building skills Structured and organised in your approach Comfortable working within a compliant advice framework Self-motivated with a focus on delivering quality outcomes Experience / Qualifications NZ Certificate in Financial Services (Level 5) Experience in financial advice, banking, insurance, or a related field What You’ll Get Strong operational and compliance support Access to systems, tools, and established processes A collaborative, professional team environment The opportunity to build a long-term, sustainable advice career Competitive remuneration aligned with performance #J-18808-Ljbffr