Financial Adviser

Jora New Zealand will close on 9th September 2026. Thank you for being with us, we are cheering you on as you continue your career journey. If you're looking for a long-term position within a stable well-regarded firm, and being part of a cohesive team, we'd love to hear from you. Key responsibilities Build and maintain trusted, long-term client relationships Deliver high-quality financial planning and investment advice Work collaboratively with advisers on client strategies Contribute to portfolio discussions and broader advice outcomes Manage existing client relationships while also welcoming new clients introduced through the referral network About you You will bring the skill, care and enthusiasm to guide clients towards achieving their goals and plans. Proven financial advice experience and strong client relationship skills A client-first approach and sound professional judgement Strong technical knowledge of financial planning and investments Clear, effective written and verbal communication skills Strong attention to detail and personal accountability Relevant qualifications, with CFP or progress towards CFP preferred About us We are a boutique financial planning practice based in Parnell. Our team works closely together in a collegial and supportive environment, with a balance of office and working from home. We focus on providing a high level of personalised service to a relatively small number of clients, allowing advisers to work in depth rather than at volume. Our clients value having us as a trusted guide on their financial journey. #J-18808-Ljbffr