Financial Adviser

About Us:

At Fidelity Life, we take pride in our role in New Zealand's growth story, safeguarding the way of life for New Zealanders for over 50 years. Our success contributes directly to the growth of New Zealand through our shareholders, customers and people, making us a unique player in the market. As a trusted and dedicated contributor to protecting New Zealanders, we invite you to join our team and make a meaningful impact.

Role Overview:

As a Financial Adviser, you will provide regulated financial advice to current and future Fidelity Life customers. You will play an important role in delivering advice solutions for Fidelity Life customers, advisers, strategic alliances and corporate partners, helping to achieve great outcomes for customers and partners.

Key Responsibilities:

• Deliver compliant financial advice and maintain accurate records of all advice and services provided.
• Complete customer reviews and provide advice that helps customers retain insurance appropriate to their life stage.
• Meet all regulatory and company obligations and support a proactive risk and compliance culture.
• Contribute to retention initiatives, campaigns and advice solutions for Fidelity Life business partners.
• Keep great customer outcomes at the centre of all advice.
• Share expertise and work collaboratively across the Solutions team and wider Fidelity Life business.

What We’re Looking For

Qualifications:

• New Zealand Certificate in Financial Services (Level 5), or a relevant qualification.

Experience:

• At least two years’ experience providing financial services or advice to retail customers.
• A good understanding of financial markets and regulatory requirements.
• Experience delivering quality advice outcomes for customers.

Skills:

• Strong relationship-building and influencing skills, with confidence working across different levels and with external partners.
• Strong technical capability using core business systems, including Quotemonster, Microsoft Excel and other digital tools.
• The ability to quickly learn and apply new technology to support accurate and efficient customer and adviser outcomes.
• A collaborative approach and a positive contribution to the Solutions team and wider Fidelity Life culture.
• Courage, resilience, commercial acumen, emotional intelligence and clear communication.

Why Join Us?

This is an opportunity to make a meaningful difference for customers while helping to grow Fidelity Life’s Advice Solutions capability. You will work with a wide range of teams and partners, share your expertise and contribute to customer, adviser and business outcomes.