Why SHARE?
SHARE is a national network of more than 50 financial advisers who are known for their professionalism, innovation, and collaborative culture. We’ve experienced strong growth and are well-positioned to continue expanding as the financial services sector evolves.
Our leadership team is energetic and ambitious, focused on building a network of advisers who are passionate about helping New Zealanders secure their financial futures. We offer a strong brand, a values-driven culture, and a clear pathway for career progression and into business ownership within SHARE, if that is your goal.
The Opportunity
As a Financial Adviser with SHARE, you’ll be the trusted expert for a mature portfolio of clients, focused on servicing a book of life and health insurance clients as well as investment products from Manager Funds and KiwiSaver. The client base is predominately located across the Canterbury region.
This position will be based from our Christchurch office located in Burnside where you will join an experienced team of advisers and their support teams who run their own respective SHARE businesses. Your direct team, manager and support will be based at our Head Office in Takapuna, Auckland.
Your day-to-day responsibilities will include:
Servicing and advising clients on their insurance, health and investment products with regular reviews and check-in communications.
Providing clear, outcomes focused financial advice tailored to long term insurance, health and investment needs.
Preparing compliant, well researched advice documents.
Maintaining accurate records in our CRM aligned with SHARE’s advice process.
Staying sharp through ongoing professional development.
Representing SHARE’s brand, values, and culture in everything you do.
About You
While this position is to initially service our clients within this particular client base at SHARE, we are looking for Financial Advisers who see business ownership as a future goal for themselves. This position has the opportunity for you to move into business ownership within SHARE and we will support you on this pathway.
Key skills and experience that we are looking for you to bring to SHARE and this position are:
NZ Certificate in Financial Services (Level 5 - Core, Life & Health and the Investment strands).
Proven experience as a Life & Health and Investment Adviser. Experience providing advice on legacy products would also set you up for success with this position given the nature of the products in our portfolio.
Strong ability to build relationships with clients and our wider SHARE team.
Resilience and adaptability in a changing regulatory environment.
A strong understanding of NZ’s financial advice regulations.
Please note that if you currently have only one of the Level 5 strands we are looking for, although you are committed to getting qualified in both, please feel free to still apply and we can discuss this further with you.
What’s in it for You?
At SHARE, we believe great advice starts with great advisers. That’s why we offer:
Supportive leadership and a collaborative team culture.
Professional development to keep your skills sharp with regular learning opportunities both internally and with our provider partners, including an annual SHARE conference.
A respected brand with nationwide reach
Ready to Make a Difference?
Join SHARE and help us look after the financial futures of everyday New Zealanders. We’re committed to helping you thrive both personally and professionally.