Financial Planner

About the company Tyler Wren is partnering with one of New Zealand's most prominent and dynamic financial advisory groups to find their next exceptional team member. This organisation is highly regarded for moving away from traditional, product-led sales to focus on holistic, life-stage financial planning. By providing their advisory team with robust processes and sophisticated tools, they ensure you have the operational support required to deliver meaningful advice while enjoying the backing of a major national brand. About the role Based in Wellington, this position offers the perfect balance of active portfolio management and strategic business development. You will step into an established client base, taking immediate ownership of their ongoing financial plans. Alongside servicing this active portfolio, you will be a proactive and commercially astute operator, highly capable of identifying new opportunities, networking within the community, and converting business-driven leads to expand your market footprint. Duties • Manage, service, and retain an established portfolio of Wellington-based clients. • Capitalise on business-led opportunities and effectively convert leads to drive portfolio growth. • Provide comprehensive, holistic financial advice tailored to clients' long-term life goals. • Conduct regular client reviews, adjusting financial strategies and asset allocations as circumstances evolve. • Ensure strict adherence to legislative frameworks, compliance standards, and internal quality assurance. Skills and experience • Proven experience as an Investment or Financial Planner within a structured planning environment. • Solid working knowledge of Discretionary Investment Management Services (DIMS). • Strong interpersonal and relationship-building skills, coupled with a proven track record of converting leads and driving new business. • A dedicated, client-first mindset with the ability to communicate complex concepts simply and effectively. • Excellent self-management and organisational skills to balance ongoing client care with proactive business development. Culture This organisation champions a 'People First' culture built on integrity, teamwork, courage, and continuous improvement. They seek professionals who are confident, commercially driven, and approachable. It is a highly supportive and engaging environment where your ability to build genuine rapport and trust with clients is valued just as highly as your technical market knowledge. Benefits • A competitive base salary tailored to your commercial experience. • Immediate transition into an existing, active client portfolio. • Comprehensive Life, Health, and Income Protection Insurance. • Rewarding long-term career progression within a well-capitalised, growing national business. • Continued Professional Development support in attaining the CFP designation Apply today or connect in confidence with Gary Bloxham on 09 974 9072 or Liam Nuttall on 09 930 8521. COMPLETE THE TW SALARY & BENEFITS SURVEY: https://www.surveymonkey.com/r/MSZGH6M Why Partner with Tyler Wren? Tyler Wren is a specialist recruitment firm connecting high-calibre professionals with industry leaders across New Zealand, Australia, and the UK . We are market experts in Legal, Public Practice Accounting, Banking, Risk & Compliance, and Insurance (General, Life & Specialist). The Tyler Wren Advantage: • Exclusive Access: Gain entry to "off-market" roles and global mobility opportunities. • Career Tools: Maximise your potential with our Salary Guide (https://tylerwren.co.nz/salary-guide/) and personalised interview coaching. • Refer & Earn: We value great talent. Refer a friend and receive a $600 voucher upon their successful placement. Refer here: https://tylerwren.co.nz/refer-a-friend/ Stay Informed: For the latest market trends and global insights, subscribe to our Newsletter . https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7323901184358916100 Please note only short listed applicants will be contacted. This role is only available to candidates who have the right to work and reside in New Zealand. #TylerWren #TylerWrenCareers #TylerWrenFinancialServices #TylerWrenInsurance #TylerWrenBanking