Investment 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. Key responsibilities include: Managing and servicing an established portfolio of investment clients Providing advice and guidance aligned with individual client needs and objectives Conducting client reviews and maintaining regular contact Preparing compliant and well-researched advice documentation Maintaining accurate client records and supporting administration requirements Keeping up to date with market developments, products, and regulatory changes Working collaboratively with internal stakeholders to deliver positive client outcomes About You NZ Certificate in Financial Services (Level 5 - Core and Investment) Previous experience providing investment advice to retail clients Experience working with KiwiSaver, managed funds, or other investment products Strong relationship management and communication skills High attention to detail and strong documentation capability Sound analytical skills and commercial judgement A good understanding of New Zealand's financial advice regulatory framework A professional and client-focused approach If you're looking for a role where you can focus on building client relationships and delivering quality investment advice, we'd love to hear from you. #J-18808-Ljbffr