28 October 2026
Expression of Interest: Financial Advisors / Wealth Managers



Expression of Interest: Financial Advisors / Wealth Managers
 

About the Opportunity
The financial advice landscape is evolving rapidly, creating exceptional demand for client-centric, forward-thinking advisory professionals. At Consult Recruitment, we partner with New Zealand’s premier wealth management firms, boutique advisory practices, and leading financial institutions.
We are currently inviting Expressions of Interest (EOI) from experienced, qualified Financial Advisors who are open to exploring confidential career opportunities—whether you are seeking:

• A transition from a corporate/institutional environment to an established boutique practice.
• A firm that provides full administrative, compliance, and paraplanning support so you can focus entirely on client relationships.
• Direct succession paths, equity partnerships, or client book transition opportunities.
• Better remuneration models, flexible hybrid working arrangements, and modern tech stacks.

Key Responsibilities (Depending on Practice & Level)

• Providing comprehensive financial planning, investment strategies, and wealth structuring for retail, high-net-worth (HNW), or corporate clients.
• Conducting thorough discovery meetings, cash-flow modelling, and risk profiling.
• Cultivating long-term client relationships and driving business development through referrals, networking, and centres of influence (COIs).
• Ensuring all advice adheres strictly to the Financial Markets Conduct Act (FMC Act), Code of Professional Conduct, and relevant regulatory standards.
• Collaborating with in-house research, compliance, and paraplanning specialists to deliver tailored Statements of Advice (SOAs).

What We Are Looking For

• Relevant Qualifications: NZQA Level 5 (New Zealand Certificate in Financial Services) in Investment / Financial Advice or equivalent (CFP / AFA designation highly regarded).
• Proven Track Record: At least 2-5 years of direct experience advising clients in investment management, retirement planning, or comprehensive wealth management.
• Client-First Philosophy: Outstanding emotional intelligence, clear communication, and an ethical approach to wealth creation and preservation.
• Commercial Acumen: Strong understanding of market dynamics, asset allocation, and tax/trust structures.

Why Connect with Consult Recruitment?
Navigating a career move in the advisory space requires discretion. When you express interest with us, your profile remains strictly confidential:

• Discreet Market Insight: We provide unadvertised opportunities and realistic benchmarks on base salaries, incentive structures, and equity options.
• Tailored Alignment: We only introduce you to firms whose culture, investment philosophy, and support structure align with your personal career goals.
• No Pressure: An initial conversation is simply a discovery chat to understand what your ideal next move looks like.

How to Express Your Interest
If you are curious about current market opportunities or planning your next step, we would welcome a confidential discussion.

• Apply Directly: Submit your CV and a brief summary of your advisory focus via the link below.
• Confidential Contact: Reach out directly to Kristen at kristen@consult.co.nz or call 027 310 0011for a private conversation.