Financial Adviser – Life Insurance & KiwiSaver Advice

About the Opportunity

We’re looking for a junior to intermediate financial adviser to join our growing Hawke’s Bay team.

This role has a strong focus on life and health insurance advice, with KiwiSaver forming a secondary component that will be supported through training and development.

You will be supported with consistent lead flow, strong systems, and experienced mentors, allowing you to focus on delivering quality advice and building your capability as an adviser.

We operate with a modern, forward thinking approach, using AI and automated advice tools to improve efficiency, enhance the client experience, and allow advisers to spend more time where it matters most.

About the Role

You will be responsible for:

• Providing life and health insurance advice to new and existing clients

• Supporting clients with KiwiSaver advice, with full training provided

• Managing client relationships and delivering a high standard of ongoing service

• Converting pre qualified leads and inbound enquiries

• Delivering advice through video calls and digital channels

• Developing broader advice capability over time

You will be working closely with a collaborative team of advisers and support staff, all aligned around achieving strong outcomes for clients.

What We Offer

• Base salary plus uncapped commission

• Fully subsidised health insurance that covers pre-existing health conditions

• 20% upfront commission on new insurance business

• 20% KiwiSaver trail after 24 months of employment

• Consistent lead flow from our client base and referral network

• A modern advice environment with strong use of AI and automation

• A highly collaborative team that works together and shares knowledge

• Dedicated admin support including paraplanning and adviser assistance

• Ongoing mentoring and structured development

• A waterfront office in Ahuriri

• Flexible working arrangements

Remuneration

• Base salary: 65k to 85k depending on experience

• Commission: 20% upfront on new business

KiwiSaver

• 20% ongoing trail or adviser fee

• Paid after 24 months of continuous employment

• Income builds over time and can grow significantly from year 3 onwards as your client base develops

Expected earnings

• Junior: 90k to 120k

• Intermediate: 110k to 150k+

Who This Role Suits

• An adviser with a strong interest or background in life and health insurance

• Someone who wants to build capability in KiwiSaver over time

• A junior adviser looking to develop, or an intermediate adviser wanting better support and structure

• Someone who values working as part of a team

• Someone aligned with doing what is right for the client and achieving strong outcome

Experience & Requirements

• New Zealand Certificate in Financial Services Level 5 is required

• KiwiSaver experience beneficial but not essential

• Strong computer skills and confidence using modern systems

• Comfortable working with AI tools and new advice technology

• Comfortable delivering advice via video calls and digital channels

• Strong communication and relationship skills

• Professional, organised, and client focused

• Willingness to learn and develop

About Finsol

Finsol is a Hawke’s Bay based financial services firm focused on delivering clear, practical advice that improves long term outcomes for clients.

We combine a strong ethical foundation with a modern approach, using technology, collaboration, and structured advice processes to deliver consistent, high quality outcomes.

Our team works together with a shared focus on doing what is best for the client.

Apply

If you are looking for a role with strong support, modern systems, and a clear pathway to grow as an adviser, we would like to hear from you.

Apply now or get in touch for a confidential discussion.