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:

• MortgagePersonal 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

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
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Experience / Qualifications
NZ Certificate in Financial Services (Level 5)Experience in financial advice, banking, insurance, or a related field
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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

A Bit About Us

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.

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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.

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We have:
‍A strong support structure
‍Established advice processes and templatesInnovative focussed environment to be able to focus where it matters, our clients.

‍Compliance confidence
‍Robust systems aligned with regulatory requirementsSupport and best practice to ensure advice is consistent and audit-readyClear frameworks for documentation and client outcomes.

‍Support finding quality leads and referrals
‍Access to referral networksFocus on meaningful client engagement.

‍Professional environment
‍Collaborative team cultureOngoing development and trainingClear pathway for growth and specialisation.

We want to hear from YOU!

‍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
Brendon@velocityfinancial.co.nz