Lifetime is one of the largest groups of financial advisers in New Zealand, providing our clients with holistic advice through all stages of life.
The Lifetime Difference
At Lifetime, we take pride in helping our clients achieve their life goals, whether that’s spending more time with loved ones, building financial security or leaving a legacy. We develop financial plans that empower clients to focus on what matters most to them.
Our unique Advice For Life philosophy sets us apart from traditional financial advice. We move away from product-led conversations and focus on people first, supported by sophisticated tools and proven processes that allow us to deliver advice at a deeper, more meaningful level.
The Opportunity
We're looking for an experienced and commercially focused National Manager – Financial Planning to lead our Financial Planning channel and drive the performance, development and growth of our Financial Planners.
Reporting directly to the CEO, this is an opportunity to make a real impact across an established national team, supporting planners to grow their client portfolios, strengthen client relationships and deliver high-quality, holistic financial advice.
You'll bring a strong understanding of wealth management, investment advice and financial planning, with the experience and commercial judgment to support planners working with clients who have complex financial needs.
You'll take a hands-on approach to leadership, providing coaching, direction and accountability while identifying opportunities to improve productivity, client servicing and business growth.
Key responsibilities include:
Leading, coaching and developing a high-performing national team of Financial Planners.
Driving portfolio growth through client servicing, referrals and identifying new business opportunities.
Supporting planners to develop and deliver individual business plans aligned with Lifetime's objectives.
Collaborate with National Manager – Financial Advice for internal referrals, sharing knowledge and succession planning
Monitoring performance, providing constructive feedback and driving accountability for results.
Helping planners focus their time on high-value, revenue-generating activities.
Supporting the delivery of sophisticated financial planning and wealth management solutions for clients with complex needs.
Collaborating with Marketing, the Academy and other teams to support planner development and business growth.
Working with our Investment Manager to identify opportunities and support the growth of our DIMS offering.
You'll embrace our guiding principles of people first, teamwork, integrity, courage and continuous improvement, and be passionate about developing people and delivering strong client and business outcomes.
About You
To be successful in this role, you will have:
A Certified Financial Planner (CFP) qualification.
Extensive experience in financial planning and wealth management, including working with high-net-worth clients and complex financial needs.
Strong commercial acumen, with a proven ability to identify growth opportunities, develop client portfolios and drive business performance.
Proven leadership skills, with experience coaching, developing and managing high-performing teams.
Strong technical knowledge of investment strategies, holistic financial planning and wealth management solutions, including DIMS.
Excellent communication and relationship-building skills, with the confidence to influence, challenge and engage with clients and stakeholders at all levels.
Sound judgment, professionalism and discretion, with a proactive and results-focused approach.
Why Join Lifetime?
At Lifetime, we believe in looking after our people and supporting them to build rewarding, long-term careers.
Alongside the opportunity to play a key leadership role in one of New Zealand's largest financial advice groups, we offer:
Competitive salary
Performance-based incentives
Company-provided iPhone
Life Insurance
Health Insurance
Income Protection Insurance
Birthday Leave – enjoy an extra day off to celebrate your birthday
If you're an experienced wealth management professional with strong leadership capability, commercial drive and a passion for developing people, we'd love to hear from you.