Financial Adviser

Financial Advisers – Velocity Financial (Wellington / Tauranga / Hamilton)

About Velocity Financial

At Velocity Financial, client relationships come first, we get to know our clients so that we can help them make confident, well-informed decisions that resonate for them, about their financial future.

We’re a growing advice business built on strong foundations:

A passion for helping people

High-quality, client-first advice

Robust compliance and governance framework

A collaborative team environment working alongside your Advisers and Client Service Managers (CSMs) colleagues, benefitting from company skills and knowledge.

A focus on long-term client relationships—not transactional sales

Our advisers are supported to do what they do best: deliver great advice and build meaningful client relationships.

The Opportunity

We’re looking for Financial Advisers who want to build a sustainable, professional advice career, growing in your skills and experiences to work with diverse clients with diverse needs. You’ll build and nurture a steady flow of clients, supported by strong systems, processes, and an experienced team. As a Financial Adviser at Velocity, you will empower clients to take control of their financial future through high-quality, compliant, and personalised advice.

What You’ll Be Doing

Your role will centre on delivering structured, end-to-end advice:

Meeting with new and existing clients (in person and/or remotely)

Building long-term relationships based on trust and professionalism

Providing advice across:

• Mortgage
• Personal risk insurance
• KiwiSaver and wealth accumulation
• Broader financial planning (as applicable)
• Guiding clients through needs analysis and risk assessment
• Preparing and implementing advice recommendations
• Working alongside colleagues to ensure a smooth client experience
• Supporting clients through claims and ongoing service needs

What Sets Velocity Apart

We’ve intentionally built an environment that supports advisers to support their clients, to succeed sustainably, and we really care about our workplace culture. You would be part of a diverse and interesting whanau, who work hard, love humour and look out for each other.

We have

A strong support structure

Established advice processes and templates

Innovative focussed environment to be able to focus where it matters, our clients

Compliance confidence

Robust systems aligned with regulatory requirements

Support and best practice to ensure advice is consistent and audit-ready

Clear frameworks for documentation and client outcomes

Support finding quality leads and referrals

Access to referral networks

Focus on meaningful client engagement

Professional environment

Collaborative team culture

Ongoing development and training

Clear pathway for growth and specialisation

About You

We’re looking for advisers who are professional, client-focused, and motivated to build a long-term career:

Passionate about helping clients make good financial decisions

Strong interpersonal and relationship-building skills

Structured and organised in your approach

Comfortable working within a compliant advice framework

Self-motivated with a focus on delivering quality outcomes

Experience / Qualifications

NZ Certificate in Financial Services (Level 5)

Experience in financial advice, banking, insurance, or a related field

What You’ll Get

Strong operational and compliance support

Access to systems, tools, and established processes

A collaborative, professional team environment

The opportunity to build a long-term, sustainable advice career

Competitive remuneration aligned with performance

https://www.velocityfinancial.co.nz/careers

If you’re looking for an opportunity to grow as a professional adviser within a structured and supportive environment, we’d love to hear from you.

For a confidential conversation, contact: Brendon Ojala

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